Financial Solutions Advisor Registration Candidate - Daniels Crossing Financial Center
Core
Obtain securities licenses and build client relationships to deliver comprehensive financial advice and investment solutions.
Role type
Entry-level Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial advice, Investment solutions, Time management, Results-driven mindset, Technology adaptation
Preferred skills
FINRA SIE license, Bachelor's degree, Financial services experience, Sales experience
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days, Acquire and manage client relationships, Provide end-to-end financial advice, Collaborate with core banking and investment partners, Execute multiple tasks simultaneously
Seniority
Entry-level, structured training program