Financial Solutions Advisor - Registration Candidate - Austin Area
Bank of America
Austin, Texas, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time and capacity management
This role offers a structured journey starting with dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses
Job Summary
This role offers a structured journey starting with dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
The position involves guiding clients through complex financial pictures to deliver personalized advice and solutions for their best financial lives.
Successful candidates will progress from Stage I to Stage II roles, with opportunities to advance into various positions within Bank of America and Merrill.
Matching Summary
This role offers a structured journey starting with dedicated training to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and 66 licenses within 120 days
Self-disciplined time and capacity management
Consultative approach to identify client needs
Collaborate with core banking partners
Nice-to-have
Experience cultivating client relationships
Strong peer relationship building skills
Results-driven mindset in fast-paced environment
Ability to learn new technology applications
Bi-lingual Spanish speaking capability
Key Requirements
High School Diploma or GED required
Must obtain SIE license within 30 days of hire
Must obtain Series 7 and 66 licenses within 120 days