Financial Solutions Advisor Registration Candidate Consumer Investments - Dallas South Area
Core
Entry-level Financial Solutions Advisor (Stage I) who obtains securities licenses and builds client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (IC)
Builds
Bank of America's core banking and investment solutions for retail and higher net worth clients
Domain
Consumer Banking / Wealth Management
Required skills
Client relationship building, Financial advice, Securities licensing, Time management, Results-driven mindset, Technology adaptation
Preferred skills
FINRA SIE license, Series 7/66 license, Spanish language, Bachelor's degree, Financial services experience
Technologies
Bank of America internal platforms, CRM tools
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 solutions, Collaborate with core banking and investment partners, Deliver client reviews and presentations, Prospect and identify referral opportunities
Seniority
Entry-level, Stage I (training focus)