Financial Solutions Advisor Registration Candidate - West Issaquah
Core
Entry-level Financial Solutions Advisor responsible for obtaining securities licenses and building client relationships to deliver comprehensive financial advice and solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial advice, Securities licensing, Time management, Results-driven mindset, Technology adaptation
Preferred skills
Mandarin, Financial services experience, Sales experience
Technologies
Bank of America core banking and investment platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, Acquire and manage client relationships, Deliver end-to-end financial advice and client reviews, Collaborate with core banking and investment partners, Execute multiple tasks in a fast-paced environment
Seniority
Entry-level, training-focused IC