Financial Solutions Advisor Registration Candidate - OVERLAND POINTE, KS
Core
Entry-level financial advisor role focused on obtaining securities licenses and building client relationships to deliver core banking and investment solutions.
Role type
Junior Financial Solutions Advisor (Stage I)
Builds
Client relationships and financial solutions (core banking, investments)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship building, Financial licensing aptitude, Consultative sales approach, Time management, Results-driven mindset, Technology adaptability
Preferred skills
FINRA SIE license, Bachelor's degree, 1+ year financial services or sales experience
Technologies
Bank of America and Merrill platforms
Responsibilities
Obtain SIE, Series 7, and Series 66 licenses within 30-120 days, Acquire and manage client relationships, Deliver client reviews and financial strategies, Collaborate with core banking and investment partners, Submit to SAFE Act background check and registration
Seniority
Entry-level / Stage I