Financial Solutions Advisor Registration Candidate - Southern NJ Market
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 Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial advice, Securities licensing, Consultative selling, Portfolio management, Risk management
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services experience
Technologies
Bank of America core banking and investment platforms
Responsibilities
Acquire and maintain required securities licenses, Build and manage client relationships, Deliver financial advice and solutions, Collaborate with banking and investment partners, Manage client portfolios, Prospect for new business