Financial Solutions Advisor Registration Candidate - Bergen East Market
Core
Obtain securities licenses and provide comprehensive financial advice to clients, including banking, investment solutions, and client care.
Role type
Entry-level Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions portfolios
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 Securities Industry Essentials (SIE) license, Bachelor's degree, 1+ years in financial services or sales
Technologies
Bank of America and Merrill platforms
Responsibilities
Acquire SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, Conduct client reviews and presentations, Recommend strategies to achieve client financial goals, Collaborate with core banking and investment partners, Manage client pipeline and referrals
Seniority
Entry-level, structured training program
