Financial Solutions Advisor Registration Candidate - Mira Vista Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Mira Vista Financial CenterRichmond, VirginiaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate-Richmond-Manchester Financial CenterRichmond, VAThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Internal Services - Government & Public Services - Associate - Firm Account and Engagement Finance Deloitte Touche Tohmatsu LtdInternal Services - Government & Public Services - Associate - Firm Account and Engagement FinanceRichmond, VA$60,000–$71,000 / yearThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.