Financial Solutions Advisor Registration Candidate - Northeast Georgia
Core
Entry-level advisor role focused on obtaining securities licenses and building client relationships to deliver comprehensive financial advice and solutions.
Role type
Financial Solutions Advisor Stage I (entry-level IC)
Builds
Client relationships and financial solutions portfolio
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, consultative approach, time management, multitasking, adaptability to new technology, results-driven mindset
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services or sales experience
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within specified timelines, 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