Financial Solutions Advisor Registration Candidate - East Palmetto Financial Center
Core
Obtain securities licenses (SIE, Series 7, 66) and provide comprehensive financial advice to clients on banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Required skills
Securities licensing aptitude, client relationship cultivation, consultative advisory, time management, multitasking, technology adaptation
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services/sales experience
Technologies
Bank of America internal applications
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30 and 120 days respectively, build client relationships, deliver client reviews/presentations, recommend financial strategies, collaborate with core banking and investment partners
Seniority
Entry-level, training-focused IC