Financial Solutions Advisor Registration Candidate Consumer Investments - Rice Creek Village Financial Center
Core
Entry-level Financial Solutions Advisor obtaining securities licenses and building client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions for retail and small business clients
Domain
Banking and Consumer Investments
Deliverable
client delivery
Required skills
Client relationship building, Financial solutions advisory, Securities licensing aptitude, Time management, Results-driven mindset, Technology adaptation
Preferred skills
SIE license, Series 7 license, Series 66 license, Bachelor's degree, Financial services experience, Sales experience
Technologies
Bank of America core banking systems, Merrill investment platforms
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