Begin by obtaining Securities Industry licenses through dedicated and personalized classes
Acquire foundational skills to be an advisor, managing client relationships and providing advice
Work in a financial center delivering banking and investment solutions
Progress into Financial Solutions Advisor Stage II as a licensed advisor

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

Financial Solutions Advisor – Registration Candidate

Key skills