Financial Solutions Advisor Stage I-Registration Candidate–Consumer Investments - Downtown Chicago, IL
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 (IC)
Builds
Client relationships and financial solutions
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Needs analysis, Solution recommendation, Time management, Adaptability, Multitasking
Preferred skills
Bachelor's degree, 1+ years in financial services or sales
Technologies
N/A
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days respectively, Acquire and manage client relationships, Provide comprehensive financial advice and client reviews, Collaborate with core banking and investment partners
Seniority
Entry-level, training-focused IC