Financial Solutions Advisor Registration Candidate - Kings Highway Financial Center
Core
Train and license as a Financial Solutions Advisor to acquire, build, and manage client relationships, delivering core banking and investment solutions to help clients achieve financial goals.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Bank of America's core banking and investment solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial licensing (SIE, Series 7, Series 66), Consultative sales approach, Portfolio management, Prospecting, Risk management
Preferred skills
FINRA SIE license, Bachelor's degree, 1 year financial services or sales experience
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Build client relationships and recommend financial strategies; Collaborate with core banking and investment partners; Deliver client reviews and presentations.
Seniority
Entry-level, training-focused IC