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 achieve life priorities via core banking and investment solutions.
Role type
Entry-level Financial Solutions Advisor (Stage I)
Builds
Bank of America's core banking and investment solutions
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial needs analysis, Solution recommendation, Regulatory compliance (SAFE Act), Time management, Multitasking, Technology adaptation
Preferred skills
FINRA SIE license, Bachelor's degree, 1+ year financial services/sales experience
Technologies
Bank of America internal applications
Responsibilities
Obtain Securities Industry Essentials (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, Register with the federal registry system under SAFE Act requirements
Seniority
Entry-level, structured training program
