Financial Solutions Advisor Registration Candidate- Firestone-Woodruff
Core
Entry-level Financial Solutions Advisor who obtains securities licenses and provides comprehensive financial advice to clients.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions using Bank of America and Merrill products
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, consultative sales approach, time management, multitasking, adaptability to new technology, results-driven mindset
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year of financial services or sales experience
Technologies
Bank of America and Merrill financial 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, prospect and identify referrals
Seniority
Entry-level, structured training program
