Financial Solutions Specialist

Job Description • Serves as the first point of contact for clients, delivering professional advice and resolving client concerns to ensure an exceptional client experience. • Educates and enables clients by leading with advice first and offering digital first solutions, encouraging use of preferred channels. • Maximizes client interactions through proactive appointment bookings and discovery experiences, identifying growth opportunities and market needs. • Applies professional skills to demonstrate collaboration with internal partners to connect clients to appropriate solutions. • Executes advisor tasks within established guidelines, requiring minimal analysis or problem solving. • Applies sound judgement to make decisions on assigned tasks, guided by established protocols and guidelines.…