Financial Solutions Advisor Registration Candidate - Forsyth Clayton, MO
Core
Guide clients through complex financial pictures to help them live their best financial lives by delivering core banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I/II)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial planning, Investment advice, Regulatory compliance, Time management, Results-driven mindset
Preferred skills
FINRA Securities Industry Essentials (SIE) license, Bachelor's degree, 1 year financial services experience
Technologies
Bank of America internal applications
Responsibilities
Obtain Securities Industry licenses (SIE, Series 7, Series 66), Acquire and manage client relationships, Deliver comprehensive financial advice, Collaborate with core banking and investment partners, Grow business knowledge through consultative approach
Seniority
Entry-level / Stage I (progression to Stage II)