Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center
Core
Entry-level financial advisor role focused on obtaining securities licenses and building client relationships to deliver investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial plans
Domain
Consumer Investments / Retail Banking
Deliverable
client delivery
Required skills
goal setting, sales aptitude, clear communication, relationship building, regulatory due diligence, time management, adaptability
Preferred skills
computer skills, multitasking, experience in financial services or sales
Technologies
N/A
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; acquire and manage client relationships; deliver comprehensive financial advice and client reviews; collaborate with core banking and investment partners.
Seniority
Entry-level, training-focused IC
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