Financial Solutions Advisor Registration Candidate - Springfield at Beechwood
Core
Entry-level Financial Solutions Advisor focused on obtaining securities licenses and building client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions for retail and small business clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, consultative sales approach, time management, multitasking, adaptability to new technology
Preferred skills
Bilingual Spanish or Mandarin, FINRA SIE license, Bachelor's degree, 1+ years in financial services or sales
Technologies
Bank of America core banking and investment platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, 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, structured training program
