Financial Solutions Advisor Registration Candidate - 12 MILE-HALSTED, MI
Core
Guide clients through complex financial pictures to help them achieve life priorities via comprehensive advice and solutions.
Role type
Financial Solutions Advisor (Stage I/II)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship cultivation, consultative approach, time management, results-driven mindset, multitasking, technology adaptation
Preferred skills
FINRA Securities Industry Essentials (SIE) license, Bachelor's degree, 1 year financial services or sales experience
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain Securities Industry licenses (SIE, Series 7, Series 66), acquire and manage client relationships, deliver client reviews/presentations, recommend strategies for financial goals, collaborate with core banking and investment partners
Seniority
Entry-level to Mid-level (Stage I to Stage II progression)