Financial Solutions Advisor Registration Candidate - West Issaquah
Core
Entry-level Financial Solutions Advisor who obtains securities licenses and builds client relationships to deliver banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Core banking products and investment solutions for retail and small business clients
Domain
Financial Services / Wealth Management
Required skills
Client relationship building, Financial advice, Time management, Results-driven mindset, Technology adaptation, License acquisition
Preferred skills
Mandarin, Financial services experience, Sales experience
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, Execute multiple tasks in a fast-paced environment
Seniority
Entry-level, Trainee