Financial Solutions Advisor Registration Candidate - PBG / Treasure Coast Market
Core
Train and license new Financial Solutions Advisors to acquire, build, and manage client relationships while delivering core banking and investment solutions.
Role type
Entry-level Financial Solutions Advisor (Stage I) with mandatory licensing
Builds
Client relationships and financial solutions (core banking, investments)
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, consultative needs analysis, solution recommendation, 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 and Merrill platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, deliver client reviews and presentations, recommend strategies to achieve financial goals, collaborate with core banking and investment partners, prospect and manage client pipelines
Seniority
Entry-level, structured training program