Financial Solutions Advisor Registration Candidate- Williamette Valley Market
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, investment solutions, and client care strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, needs analysis, solution recommendation, time management, multitasking, adaptability to new technology
Preferred skills
Financial services experience, sales experience, Mandarin language proficiency
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses; acquire and manage client relationships; deliver comprehensive financial advice; collaborate with banking and investment partners; provide client reviews and presentations
Seniority
Entry-level, training-focused IC