Financial Solutions Advisor Registration Candidate Consumer Investments - Ponce de Leon 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
Consumer Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial advice, Securities licensing, Consultative selling, Portfolio management, Risk management
Preferred skills
Bachelor's degree, 1 year financial services experience, SIE license
Technologies
Bank of America core banking and investment platforms
Responsibilities
Acquire and maintain client relationships, Recommend investment and banking solutions, Deliver client reviews and presentations, Collaborate with banking and investment partners, Obtain required industry licenses within 120 days, Manage time and capacity in a fast-paced environment
Seniority
Entry-level / Stage I