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, providing end-to-end comprehensive advice and customized financial solutions to clients.
Role type
Entry-level Financial Solutions Advisor (Registration Candidate)
Builds
Customized financial solutions (stocks, bonds, mutual funds, banking, managed money) for individual clients
Domain
Banking and Wealth Management
Deliverable
product features
Required skills
Securities registrations (Series 7, Series 66), Client consultation, Product knowledge (banking and investment), Multitasking, Adaptability
Responsibilities
Provide end-to-end comprehensive advice and customized solutions to clients; Conduct client reviews/presentations including 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.