Financial Solutions Advisor Registration Candidate - South OC Market
On-site · United States
Core
Obtain Securities Industry 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
Required skills
Client relationship building, Financial advisory, Time management, Results-driven mindset, Adaptability, License acquisition
Preferred skills
FINRA SIE license, Bachelor's degree, Financial services experience, Sales experience
Technologies
Banking applications, Investment platforms
Responsibilities
Acquire required industry licenses, Build and manage client relationships, Deliver financial advice and solutions, Collaborate with core banking and investment partners, Manage client portfolios
Seniority
Entry-level, Trainee