Financial Solutions Advisor Registration Candidate Consumer Investments - Hillcrest Financial Center
Core
Obtain securities licenses and build client relationships to deliver core banking and investment solutions.
Role type
Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions
Domain
Consumer Investments / Retail Banking
Deliverable
client delivery
Required skills
Client relationship building, Investment management, Prospecting, Risk management, Time management, Adaptability to new technology
Preferred skills
SIE license, Series 7 license, Series 66 license, Bachelor's degree, Financial services experience
Technologies
Bank of America core banking applications, Merrill investment platforms
Responsibilities
Acquire Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; Build and manage client relationships; Provide comprehensive financial advice and client reviews; Collaborate with core banking and investment partners; Execute multiple tasks in a fast-paced environment.