Financial Solutions Advisor Registration Candidate - Germantown Fc

Bank of America

Germantown, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain securities industry licenses
Client relationship management
Consultative approach with 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

Job Summary

  • 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.
  • Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
  • We will equip you with everything you need as you move through the stages of development.

Matching Summary

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.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management
  • Consultative approach with clients
  • Financial advice and solutions
  • Collaboration with partners

Nice-to-have

  • Humanizing financial interactions
  • Building strong peer relationships
  • Results-driven mindset
  • Adapt to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time
  • Experience cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree and/or minimum of one year financial services or sales experience

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter