Financial Solutions Advisor - Registration Candidate - Northwest Houston Area
Core
Entry-level financial 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
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, consultative approach, time management, multitasking, adaptability to new technology
Preferred skills
FINRA SIE license, sales experience, Spanish language proficiency
Technologies
Bank of America internal applications
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days respectively, acquire and manage client relationships, deliver comprehensive financial advice, collaborate with core banking and investment partners
Seniority
Entry-level, training-focused IC