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Trainee Financial Solutions Advisor who will obtain SIE/Series 7/66 licenses, complete training, build and manage client relationships, recommend banking and investment solutions, collaborate with partners, and comply with SAFE Act registration for mortgage originations.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer to internal partners, meet with clients to review goals, recommend products, and complete required licensing and trainings. May originate residential mortgages and must comply with SAFE Act registration and background checks.

Develop and deliver complex software solutions for financial applications, ensuring compliance and maintainability. Collaborate with trading and risk teams on product functionality.

Lead and optimize the flow of epics and features across an Agile Release Train (≈18 teams). Facilitate PI Planning and ART ceremonies, manage dependencies and ROAM risks, remove impediments, maintain Program Kanban and PI calendar, track train-level metrics, coach leaders/teams on Agile practices, and ensure compliance while driving continuous improvement.

Provide comprehensive financial advice and customized investment and banking solutions. Triage client leads, make referrals to internal partners, review client goals, recommend products, and complete required licenses and trainings. May originate residential mortgage loans and must comply with SAFE Act registration and background checks.

As a Financial Solutions Advisor, you will obtain necessary licenses, manage client relationships, and provide comprehensive financial advice. The role includes training to grow your expertise and progress to advanced advisory roles.

Provide client service support to Financial Advisors and their clients, handling inquiries, preparing accurate client materials, promoting banking offerings, ensuring policy compliance, and assisting with team operations to deliver a high-quality client experience.

Originates residential mortgages and HELOCs for financial center clients, assesses financial and credit needs, recommends lending and banking solutions, submits mortgage applications, manages pipeline and client communications, partners with financial center leaders, and complies with SAFE Act registration and regulatory requirements while balancing sales, risk, and client service.

Provide financial guidance to prospects and self-directed investors, educate clients on investment products and trading strategies, resolve client issues, deepen relationships, meet productivity and performance goals, and refer clients to business counterparts. May require SAFE Act registration for mortgage origination.

Provide investment guidance and support to prospects and self-directed investors, educate clients on products and trading strategies, resolve client issues, deepen relationships, and meet performance goals. May require SAFE Act registration for mortgage originations.