Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center
Core
Acquire necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I, serving as a bridge between banking and brokerage to provide end-to-end comprehensive advice and customized solutions to clients.
Role type
Entry-level Financial Solutions Advisor (Registration Candidate)
Builds
Banking and investment solutions for retail clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or Series 63 & 65), SAFE Act registration, ability to triage client leads, multitasking in fast-paced environment
Preferred skills
None stated
Technologies
None stated
Responsibilities
Provide end-to-end comprehensive advice and customized solutions to clients; Conduct client reviews/presentations including review of investment goals and recommended products; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex
Seniority
Entry-level, training-focused