Investment Solutions Advisor – Participant Services

A leading financial institution seeks a Financial Solutions Advisor to help clients achieve their financial goals. This entry-level position requires Series 7 and 66 certifications, strong computer skills, and a commitment to exceeding client expectations. Responsibilities include planning financial goals, recommending banking and investment strategies, and engaging with clients through a consultative approach. The role is full-time, based in Pennington, New Jersey, and focuses on client-centric solutions in a dynamic environment. #J-18808-Ljbffr