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Financial Solutions Advisor Registration Candidate- Columbia South Basin
Ghr
10 LocationsPosted Sep 1, 2026 · 12h ago$60k – $70k
Full-time$60k – $70kEntry LevelOn-siteBanking
About this role
This role involves providing clients with comprehensive financial advice and customized solutions to help them achieve their goals. You will triage client leads, make referrals to business partners, and meet with clients to review their financial and investment objectives, recommending appropriate products. This position requires obtaining industry licenses and may involve residential mortgage loan origination, necessitating SAFE Act registration.
What we are looking for
6- Provide clients with financial advice and customized solutions
- Triage client leads and make referrals to business partners
- Review client financial and investment goals
- Recommend banking and investment strategies
- Obtain required industry licenses and complete trainings
- May involve residential mortgage loan origination and SAFE Act registration
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.