Financial Solutions Advisor Registration Candidate- Central Dfw Market
Bank of America (GHR)
Dallas, USA
Financial solutions advisor
Client relationship management
Acquiring and building client relationships
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact
Job Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
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.
We will equip you with everything you need as you move through the stages of development.
Matching Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Skills & Requirements
Must-have
Financial Solutions Advisor
Client relationship management
Acquiring and building client relationships
Consultative approach with clients
Delivering core banking solutions
Nice-to-have
Humanizing financial interactions
Building strong peer relationships
Results-driven mindset
Executive presence
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent