Financial Solutions Advisor Registration Candidate- Democracy Boulevard Financial Center
Core
Entry-level Financial Solutions Advisor who obtains securities licenses and builds client relationships to deliver banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Core banking products and investment solutions for retail and small business clients
Domain
Financial Services / Wealth Management
Required skills
Client relationship building, Financial solutions advisory, Time management, Results-driven mindset, Adaptability to new technology, Multitasking
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services or sales experience
Technologies
Bank of America internal platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days respectively, Acquire and manage client relationships, Provide comprehensive financial advice and client reviews, Collaborate with core banking and investment partners, Prospect and identify referral opportunities
Seniority
Entry-level, hands-on IC