Licensed Financial Solutions Advisor

Bank of America8 months ago
Grand Rapids, MI, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position: Licensed Financial Solutions Advisor I

A major financial institution is looking for a Financial Solutions Advisor Stage I in Grand Rapids, Michigan. This role requires obtaining Securities Industry licenses and offering personalized financial advice. You will build client relationships and collaborate with banking partners to meet client needs. Advancement opportunities are available as you demonstrate success. Join us to build a thriving career and make a meaningful impact.

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Required Skills

Collaboration with banking partners
Personalized financial advice
Client relationship management
Securities Industry knowledge
Financial advising
Strong communication skills