Financial Solutions Advisor Stage I-Registration Candidate–Consumer Investments - Downtown Chicago, IL
Core
Obtain securities licenses (SIE, Series 7, 66) and provide comprehensive financial advice to clients on investments and banking solutions.
Role type
Entry-level Financial Solutions Advisor (Consumer Investments)
Builds
Client relationships and financial portfolios
Domain
Consumer Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial advice, Securities licensing, Consultative selling, Time management, Results-driven mindset
Preferred skills
Bachelor's degree, 1 year financial services or sales experience
Technologies
Banking and investment platforms
Responsibilities
Acquire SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, Build and manage client relationships, Deliver client reviews and presentations, Recommend investment strategies, Collaborate with core banking and investment partners, Execute multiple tasks in a fast-paced environment