p>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 solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Financial Solutions Advisor- South Puget Sound Area Tacoma, Washington Olympia, Washington Lacey, Washington Tacoma, Washington Des Moines, Washington Federal Way, Washington Tacoma, Washington Kent, Washington Puyallup, Washington Gig Harbor, Washington Federal Way, Washington Puyallup, Washington Tacoma, Washington Bonney Lake, Washington.