Financial Solutions Advisor - Registration Candidate - Albuquerque & Santa Fe Area
Core
Train and license new Financial Solutions Advisors to build client relationships and deliver comprehensive 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 licensing aptitude, Consultative sales approach, Time management, Results-driven mindset, Technology adaptation
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services experience, Spanish language
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, Deliver client reviews and financial advice, Collaborate with core banking and investment partners, Prospect and identify referral opportunities
Seniority
Entry-level, Trainee