Financial Solutions Advisor Registration Candidate - PBG / Treasure Coast Market
Core
Financial Solutions Advisor Stage I responsible for obtaining securities licenses (SIE, Series 7, Series 66) and building client relationships to deliver banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I)
Builds
Core banking and investment solutions for clients
Domain
Financial Services / Wealth Management
Required skills
Client relationship building, Financial solutions advisory, Time management, Results-driven mindset, Adaptability to new technology
Preferred skills
FINRA Securities Industry Essentials (SIE) license, Bachelor's degree, 1 year financial services or sales experience
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, 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 / Stage I