Financial Solutions Advisor Registration Candidate - Panorama City Financial Center- Bilingual Spanish Preferred
Core
Entry-level Financial Solutions Advisor (Stage I) who obtains securities licenses and builds client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Core banking products, investment solutions, and client care strategies
Domain
Banking and Wealth Management
Required skills
Client relationship building, consultative sales approach, time management, multitasking, adaptability to new technology, results-driven mindset
Preferred skills
FINRA Securities Industry Essentials (SIE) license, Bachelor's degree, 1 year financial services/sales experience, Bilingual Spanish
Technologies
Bank of America internal applications, Merrill 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, collaborate with core banking and investment partners, prospect and identify referral opportunities
Seniority
Entry-level, Stage I (training and foundational execution)