Financial Solutions Advisor Registration Candidate - West Charlotte Market (Bi-lingual Spanish Required)
Core
Guide clients through complex financial pictures to help them achieve life priorities via core banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I/II)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Needs analysis, Solution recommendation, Time management, Multitasking, Technology adaptation
Preferred skills
SIE license, Series 7 license, Series 66 license, Bachelor's degree, Financial services experience, Sales experience
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Acquire and manage client relationships; Deliver comprehensive financial advice and client reviews; Collaborate with core banking and investment partners; Prospect and identify referral opportunities.
Seniority
Entry-level (Stage I) progressing to Mid-level (Stage II)
