Financial Solutions Advisor Registration Candidate- NW Snohomish Market
Core
Entry-level Financial Solutions Advisor responsible for obtaining securities licenses (SIE, Series 7, 66) and building client relationships to deliver banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions for retail and small business clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Needs analysis, Solution recommendation, Time management, Results-driven mindset, Technology adaptation
Preferred skills
Financial services experience, Mandarin language proficiency
Technologies
Bank of America core banking and investment platforms
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, Stage I
