As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
You will be taught the foundational skills needed to be an advisor.
Once you have reached your key milestones, you will begin working in a financial center.
Collaborate with core banking and investment partners to deliver comprehensive advice to clients.
Requirements
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.
Benefits
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords
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