Financial Solutions Advisor Registration Candidate - Fort Myers / Naples Market
Core
Entry-level financial advisor role focused on obtaining securities licenses and building client relationships to deliver banking and investment solutions.
Role type
Financial Solutions Advisor Stage I (FSA I)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Securities licensing aptitude, client relationship cultivation, consultative needs identification, time management, multitasking, technology adaptation
Preferred skills
Existing SIE license, Bachelor's degree, 1+ year financial services or sales experience
Technologies
N/A
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 referrals
Seniority
Entry-level, training-focused IC