Financial Solutions Advisor Registration Candidate - Manhattan South Market
Core
Entry-level Financial Solutions Advisor (Stage I) focused on obtaining securities licenses and building foundational client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (IC)
Builds
Client relationships and financial solutions (core banking, investments)
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial solutions advisory, Securities licensing aptitude, Time management, Results-driven mindset, Multitasking, Technology adaptation
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services/sales experience
Technologies
Bank of America core banking and investment platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, Acquire and manage client relationships, Deliver comprehensive financial advice and client reviews, Collaborate with core banking and investment partners, Prospect and identify referral opportunities
Seniority
Entry-level, Stage I