Financial Solutions Advisor Registration Candidate Consumer Investments - Northwoods Financial Center (Bilingual Spanish Required)
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
Core banking products, investment solutions, and client care strategies
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, consultative sales, securities licensing (SIE, Series 7, 66), time management, multitasking, adaptability to new technology
Preferred skills
Bachelor's degree, 1 year financial services or sales experience, SIE certification
Technologies
Bank of America internal applications, trading platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days; acquire and manage client relationships; deliver comprehensive financial advice and client reviews; collaborate with core banking and investment partners; prospect and identify referral opportunities
Seniority
Entry-level, Stage I (training and licensing focus)