National Financial Solutions Advisor I (Series 7 Required)
Core
Contact center financial advisor providing investment, banking, and lending solutions to help clients achieve financial goals.
Role type
Financial Solutions Advisor I (Entry-level IC)
Builds
Client relationships and financial portfolios using Bank of America and Merrill products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 and 66 licenses, consultative sales approach, regulatory due diligence, client relationship management, complex task prioritization
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs and recommending solutions
Technologies
CRM systems, financial planning tools
Responsibilities
Provide end-to-end comprehensive advice on investment, banking, and lending; build a portfolio of clients; collaborate with core banking and investment partners; manage client reviews and presentations; incorporate regulatory due diligence into client strategies
Seniority
Entry-level, training-focused IC
