Financial Solutions Advisor - Registration Candidate - Northeast Houston Area
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/II)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial needs analysis, Solution recommendation, Time management, Adaptability to new technology, Multitasking
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services/sales experience, Spanish language proficiency
Technologies
Bank of America financial platforms
Responsibilities
Acquire Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 30 and 120 days respectively, Build and manage client relationships, Deliver client reviews and presentations, Recommend strategies to achieve financial goals, Collaborate with core banking and investment partners
Seniority
Entry-level / Stage I