Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor Consumer Investments - Dallas South Area Dallas, Texas; Dallas, Texas; Duncanville, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Dallas, Texas; Tyler, Texas; Dallas, Texas; Balch Springs, Texas; Dallas, Texas; Dallas, Texas; Dallas, Texas; Desoto, Texas; Dallas, Texas; Mesquite, Texas; Mesquite, Texas; Dallas, Texas; Dallas, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.