Financial Solutions Advisor Registration Candidate Consumer Investments - Wichita Area
Core
Train and develop new Financial Solutions Advisors to acquire securities licenses and provide comprehensive financial advice to clients.
Role type
Junior Financial Advisor (Stage I)
Builds
Client relationships and financial solutions
Domain
Banking and Consumer Investments
Deliverable
client delivery
Required skills
Client relationship building, Financial advice, Securities licensing, Time management, Results-driven mindset, Technology adaptation
Preferred skills
FINRA SIE license, Bachelor's degree, Sales experience, Spanish language
Technologies
Bank of America core banking and investment platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days respectively, Build client relationships, Provide end-to-end financial advice, Collaborate with banking and investment partners, Manage client portfolios
Seniority
Entry-level, Trainee