Provides personalized customer facing financial consulting and advising services though telephone conversations. Receives and proactively contacts and profiles customer/prospects to understand their financial goals, objectives, and current financial position. Reviews each customer/prospect's financial situation to recommend financial products that meet their 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 considering various factors, and provides customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. Basic Qualifications- Bachelor's degree, or equivalent work experience- At least six months of financial services, investments, or related experience- One to two years of job-related experience in a financial sales position- FINRA licenses: Series 7, 63 and 65 OR Series 7 and 66 Preferred Skills/ Experience- Applicable state licenses- CRPC, CFP designations- Thorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures- Demonstrated sales and marketing abilities- Strong analytical skills to assess client needs- Proficient computer navigation skills using a variety of software packages including Microsoft Office- Ability to manage multiple tasks/projects and deadlines simultaneously- Well-developed analytical and problem-solving skills- Excellent interpersonal, verbal and written communication skills- Past experience with salesforce and Money. Guide pro- A passion for building relationships with clients. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.