Financial Solutions Advisor Registration Candidate Consumer Investments - Myrtle Beach Main Financial Center
Core
Obtain securities licenses (SIE, Series 7, 66) and provide comprehensive financial advice to clients on banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial portfolios
Domain
Banking and Consumer Investments
Deliverable
client delivery
Required skills
Advisory, Account Management, Client Experience, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Written Communications
Preferred skills
Bachelor's degree, 1+ years financial services or sales experience
Technologies
N/A
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; acquire and build client relationships; deliver client reviews and presentations; recommend strategies to achieve financial goals; collaborate with core banking and investment partners.
Seniority
Entry-level (Stage I)