Financial Solutions Advisor
Where
- San Diego, CA
What you'll be doing
What your background should be
- Minimum 3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services. One+ years of experience in business development and investments training. Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. Knowledge of banking (credit and deposit) products and services desired. Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles 6. Series 7 required. Certified financial planner (CFP) and/or chartered retirement planning counselor (CRCP) designations desired.
Required Schooling / Training
- Four-year degree desired, preferably in business related field.
Who is the client company
- Concern about banking services.
- If you are interested in this position, send your resume to apply@kochdavis.com
