Financial Solutions Advisor Stage I Consumer Investments - Seattle South
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 investment solutions to clients.
Role type
Entry-level Financial Solutions Advisor (Registration Candidate)
Builds
Customized financial solutions including stocks, bonds, mutual funds, banking, and managed money products
Domain
Consumer Banking and Wealth Management
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or Series 63 & 65), ability to multitask in fast-paced environment, strong computer skills
Responsibilities
Provide end-to-end comprehensive advice and customized solutions to clients, conduct client reviews and presentations, engage customers in the lobby, triage client leads and make referrals to internal service providers, participate in ongoing training with Merrill Lynch Wealth Management
Seniority
Entry-level, training-focused