Financial Solutions Advisor Registration Candidate - Flamingo Road Financial Center
Core
Provide end-to-end comprehensive financial advice and solutions to clients, including core banking and investment products, while obtaining required securities licenses.
Role type
Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial portfolios
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial solutions advisory, Investment management, Prospecting, Risk management, Time management
Preferred skills
FINRA Securities Industry Essentials (SIE) license, Bachelor's degree, 1 year of financial services or sales 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, Acquire and manage client relationships, Deliver client reviews and presentations, Recommend strategies to achieve financial goals, Collaborate with core banking and investment partners, Execute multiple tasks in a fast-paced environment
Seniority
Entry-level (Stage I)