Financial Advisor
Job Field: Office Jobs
Location: RENTON, WA
Salary: $-
Job Type: Part Time
JOB SUMMARY:
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<td align="left"><font style="font-size: 100%;">Title: Financial Advisor<BR>Location: Washington-WA-Renton<BR>Job Number:_120030740<BR>Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts diligence into each customer/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Using expertise and knowledge of the securities industry and markets, analyzes and interprets customer/prospect's investment objectives in light of various factors, and then provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies.<BR><BR><BR>Your Career is Here.<BR><BR>Qualifications:<BR><BR>Basic Qualifications<BR>- Bachelor's degree in business, accounting, economics or finance, or equivalent work experience<BR>- Three or more years of experience in a financial sales position<BR>- NASD Series 7, 63, 65 or 66 license, and applicable state insurance license<BR>Preferred Skills/Experience <BR>- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures<BR>- Demonstrated sales and marketing abilities<BR>- Strong analytical skills to assess client needs<BR>- Proficient computer skills, especially Microsoft Office applications<BR>- Ability to manage multiple tasks/projects and deadlines simultaneously<BR>- Well-developed analytical and problem-solving skills<BR>- Excellent interpersonal, verbal and written communication skills<BR><BR><BR>Job: Investments / Insurance </font></td>
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