Financial Solutions Advisor Registration Candidate - Lakeland - Spanish Fluency Preferred
Core
Obtain securities licenses and build client relationships to deliver comprehensive financial advice and investment solutions.
Role type
Financial Solutions Advisor (Stage I/II)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Securities licensing, client relationship building, consultative advisory, portfolio management, prospecting, risk management
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services experience
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses; acquire and manage client relationships; deliver client reviews and presentations; recommend strategies to achieve financial goals; collaborate with core banking and investment partners.
Seniority
Entry-level (Stage I) with progression path to Stage II