Financial Solutions Advisor Registration Candidate- Waugh Chapel Financial Center
Core
Entry-level Financial Solutions Advisor (Stage I) who obtains securities licenses and builds client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (IC)
Builds
Core banking products, investment solutions, and client care strategies
Domain
Banking and Wealth Management
Deliverable
product features
Required skills
Client relationship building, consultative sales approach, time management, multitasking, adaptability to new technology
Preferred skills
FINRA SIE license, Bachelor's degree, 1+ years in financial services or sales
Technologies
Bank of America internal applications
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively; acquire and manage client relationships; deliver client reviews and financial advice; collaborate with core banking and investment partners; prospect and identify referral opportunities
Seniority
Entry-level, structured training program