National Financial Solutions Advisor I (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
Entry-level Financial Solutions Advisor (IC)
Builds
Client relationships and portfolios using Bank of America and Merrill products
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Series 7 license, Series 66 license (or equivalent), consultative sales approach, regulatory due diligence, client relationship management, time management, multitasking
Preferred skills
Bachelor's degree, 0-2 years in financial services or metrics-based sales, experience assessing client needs, strong computer skills
Technologies
Contact center systems, CRM tools
Responsibilities
Provide end-to-end comprehensive advice and recommend strategies to help clients achieve financial goals, build a portfolio of clients by providing exceptional client care, collaborate with core banking and investment partners to connect clients to solutions, incorporate regulatory due diligence into daily strategies
Seniority
Entry-level, hands-on IC