National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)
Core
Provide comprehensive financial advice (investment, banking, lending) to clients via a contact center environment to help them achieve financial goals.
Role type
Financial Solutions Advisor (IC)
Builds
Client relationships and financial solutions portfolio
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license, sales aptitude, consultative approach, regulatory due diligence, time management
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs
Technologies
Bank of America and Merrill offering model, core banking systems
Responsibilities
Provide advice on investment, banking, and lending solutions; build client portfolios; collaborate with business partners; manage client relationships; perform regulatory due diligence
Seniority
Entry-level (0-2 years preferred)