Financial Solutions Advisor - Registered Candidate - Venice Pines

Bank of America

Venice, Florida, United States
Client financial goal planning
Recommend banking and investment strategies
Triage client requests and referrals
The primary role is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I

Job Summary

  • The primary role is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.
  • Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
  • The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions.

Matching Summary

The primary role is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.

Skills & Requirements

Must-have

  • Client financial goal planning
  • Recommend banking and investment strategies
  • Triage client requests and referrals
  • Mitigate and control risk
  • Engage potential new clients

Nice-to-have

  • Client Experience Branding
  • Executive Presence
  • Business Acumen
  • Customer and Client Focus

Key Requirements

  • Series 7 & 66 obtained within 120 days
  • Series 7 and Series 66 (63 & 65 accepted)
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter