About this role

Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. This role involves building financial plans, recommending brokerage products, and collaborating with internal partners to meet client needs. Requires relevant licenses and experience in the investment and financial services industry.

What we are looking for

6

Advise clients on short and long-term financial goals
Build financial plans with brokerage products
Recommend banking and investment strategies
Triage client requests and make referrals
Identify and engage potential new clients
Mitigate and control risk in daily activities

Work authorization

Must be authorized to work without sponsorship.