Financial Solutions Advisor Registration Candidate - Mitchell Hammock Financial Center
Core
Entry-level Financial Solutions Advisor role focused on obtaining securities licenses and building 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
FINRA SIE license, Bachelor's degree, 1+ years in financial services or sales
Technologies
Bank of America and Merrill internal platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively; 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, structured training program