Financial Solutions Advisor Registration Candidate - Alpharetta Financial Center
On-site · Alpharetta, Georgia, United States
Alpharetta, Georgia, United StatesOn-siteFull TimeEntry LevelBachelors DegreeEnterprise
Type
Full Time
Level
Entry Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Stage I Financial Solutions Advisor: obtain SIE, Series 7 and Series 66 licenses; build and manage client relationships to deliver Bank of America’s core banking and investment solutions; provide end-to-end comprehensive advice and client reviews; collaborate with core banking and investment partners; progress to Financial Solutions Advisor Stage II with continued professional growth within Bank of America and Merrill; SAFE Act registration is required and a background check will be conducted.
Required Qualifications
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, accessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
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