Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
Core
Entry-level Financial Solutions Advisor focused on obtaining securities licenses and building client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions portfolio
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Needs analysis, Solution recommendation, Time management, Multitasking, Technology adaptation
Preferred skills
Financial services experience, Sales experience, Bachelor's degree
Technologies
Bank of America internal applications
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days respectively, Acquire and manage client relationships, Deliver client reviews and presentations, Recommend strategies to achieve financial goals, Collaborate with core banking and investment partners
Seniority
Entry-level, training-focused IC