Financial Solutions Advisor Registration Candidate Consumer Investments - Raleigh/Durham Market
Core
Guide clients through complex financial pictures to help them achieve life priorities via core banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I/II)
Builds
Client relationships and financial portfolios
Domain
Banking and Consumer Investments
Deliverable
client delivery
Required skills
Client relationship building, Financial advice, Investment solutions, Consultative approach, License acquisition (SIE, Series 7, 66), Time management, Results-driven mindset
Preferred skills
Bachelor's degree, Financial services experience, Sales experience
Technologies
Banking applications, Investment platforms
Responsibilities
Obtain Securities Industry licenses (SIE, Series 7, 66), Build and manage client relationships, Deliver comprehensive financial advice, Collaborate with core banking and investment partners, Manage client portfolios
Seniority
Entry-level (Stage I) progressing to Mid-level (Stage II)