Financial Solutions Advisor Registration Candidate - Ocean Market
Core
Entry-level financial advisor role focused on obtaining securities licenses and building client relationships to deliver banking and investment solutions.
Role type
Junior Financial Solutions Advisor (IC)
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, Financial solutions advisory, Investment management, Prospecting, Risk management, Time management, Adaptability to new technology
Preferred skills
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, Provide comprehensive financial advice and client reviews, Collaborate with core banking and investment partners, Execute multiple tasks in a fast-paced environment
Seniority
Entry-level, structured training program
