National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required)
Core
Provide comprehensive financial advice (investment, banking, lending) to individuals and businesses via a contact center environment to help them achieve financial goals.
Role type
Entry-level Financial Solutions Advisor (IC)
Builds
Client relationships and financial solutions portfolios
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or obtain within 90 days), consultative sales approach, regulatory due diligence, time management, adaptability
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs, strong computer skills
Technologies
Contact center systems, Bank of America/Merrill digital platform
Responsibilities
Provide end-to-end comprehensive advice on investment, banking, and lending; build a portfolio of clients; collaborate with core banking and investment partners; incorporate regulatory due diligence into client strategies
Seniority
Entry-level, training-focused IC
