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Financial Solutions Advisor

Company: Pride Global
Location: New York
Posted on: March 20, 2023

Job Description:

NEED Series 7 and 63 OR 7 and 66 and 65 This role is NOT remote, but they are hiring for 150 roles across the continental US. If interested in learning more, please apply and should your qualifications align, I will respond with the specific locations in your general area that may be commutable. Our Client - a Top US Bank is guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at THE BANK. We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the BANK's Financial Solutions Advisor (BANK FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The FSA role provides experienced advisors the opportunity to pursue a career within THE BANK. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training. Located in a BANK branch. This position is subject to SAFE Act registration requirements . Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you

  • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!
  • Build connections to grow your network and business. Starting at a BANK branch, you'll interact with BANK financial advisors, institutional retirement participants and higher net worth clients.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through BANK's to meet their financial needs. As a BANK FSA, you can look forward to
    • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
    • Marketing strategies to reach wider audiences with greater appeal.
    • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
    • Potential Opportunities for professional growth.
    • Leadership opportunities, including leading client and conference seminars

Keywords: Pride Global, New York , Financial Solutions Advisor, Accounting, Auditing , New York, New York

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