Financial Solutions Advisor Registration Candidate - Liberty Fountain, MO
Core
Train and develop new Financial Solutions Advisors to obtain securities licenses and build client relationships for core banking and investment solutions.
Role type
Entry-level Financial Solutions Advisor (Stage 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 building, consultative advisory, time management, multitasking, technology adaptation
Preferred skills
FINRA SIE license, Bachelor's degree, 1+ years financial services or sales experience
Technologies
Bank of America and Merrill platforms
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
Seniority
Entry-level, training-focused IC