Bank of America
Financial Solutions Advisor Stage I - Registration Candidate - Beacon Hill Financial Center
Seattle · Full-time · Posted Oct 28, 2024
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Obtains the registrations and training needed to become a Financial Solutions Advisor Stage I, then provides clients with financial guidance and tailored banking and investment solutions.
What you'll do
- Conduct client reviews and presentations covering financial goals and recommended products and solutions.
- Engage customers, triage leads, and refer clients to appropriate internal service providers.
- Complete ongoing training and interact with the Merrill Lynch Wealth Management Complex.
What they ask for
- Obtain Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66 if previously held.
- Communicate effectively.
- Have strong computer skills and the ability to multitask in a fast-paced environment.
- Adapt and seek solutions for clients in a fast-paced environment.
Pay
$28.85 - $33.65 USD hourly pay (base salary; not incentive eligible)
Tools
Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative