Financial Solutions Advisor Registration Candidate- Johnston -Willis Financial Center
Core
Train and license new Financial Solutions Advisors to acquire and manage client relationships, delivering core banking and investment solutions.
Role type
Entry-level Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions for retail and small business clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial licensing aptitude, Consultative sales approach, Time management, Results-driven mindset, Technology adaptability
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services experience
Technologies
Bank of America core banking and investment platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days respectively, Build client networks and manage portfolios, Provide comprehensive financial advice and client presentations, Collaborate with core banking and investment partners
Seniority
Entry-level, structured training program