Financial Solutions Advisor Registration Candidate - Plant City Financial Center - Spanish Fluency Preferred
Core
Guide clients through complex financial pictures to help them achieve life priorities using core banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I/II)
Builds
Client relationships and financial portfolios
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial planning, Investment solutions, Regulatory compliance (SAFE Act, FINRA licenses), Consultative selling, Portfolio management
Preferred skills
FINRA SIE/Series 7/66 licenses, Bachelor's degree, 1 year financial services experience, Spanish fluency
Technologies
Bank of America core banking and investment platforms
Responsibilities
Obtain Securities Industry licenses (SIE, Series 7, Series 66), Acquire and manage client relationships, Deliver comprehensive financial advice and client reviews, Collaborate with banking and investment partners, Grow business through prospecting and referrals
Seniority
Entry-level (Stage I) to Mid-level (Stage II)