Financial Solutions Advisor Registration Candidate - Powers Ferry Financial Center - Bilingual Fluency in Spanish / English Required
Core
Guide clients through complex financial pictures to help them live their best financial lives by delivering core banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I/II)
Builds
Bank of America's core banking and investment solutions
Domain
Banking and Wealth Management
Required skills
Client relationship building, Financial advice, Investment solutions, Regulatory compliance (SAFE Act, FINRA licenses), Time management, Consultative approach, Results-driven mindset
Preferred skills
FINRA Securities Industry Essentials (SIE), Series 7, Series 66 licenses, Bachelor's degree, 1 year financial services experience
Technologies
Bank of America internal applications
Responsibilities
Obtain Securities Industry licenses (SIE, Series 7, Series 66), Acquire and manage client relationships, Deliver comprehensive financial advice, Collaborate with core banking and investment partners, Provide client reviews and presentations
Seniority
Entry-level to Mid-level (Stage I to Stage II progression)