Financial Solutions Advisor Registration Candidate - River Park Financial Center
Core
Train and license new Financial Solutions Advisors to acquire client relationships and deliver comprehensive banking and investment solutions.
Role type
Entry-level Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions for retail and small business clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, consultative selling, time management, multitasking, adaptability to new technology
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services or sales experience
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 networks, provide end-to-end financial advice, collaborate with core banking and investment partners
Seniority
Entry-level, structured training program