Financial Solutions Advisor Registration Candidate - 2196 Forest Avenue

Bank of America

Staten Island, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office with flexibility
Obtain securities industry licenses
Client relationship management
Financial advice and solutions
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Staten Island location. The role involves obtaining necessary securities licenses and providing tailored financial advice to clients, while promoting a culture of inclusive growth and employee development

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 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.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Staten Island location. The role involves obtaining necessary securities licenses and providing tailored financial advice to clients, while promoting a culture of inclusive growth and employee development.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Humanizing financial interactions
  • Building strong peer relationships
  • Results-driven mindset
  • Learning and adapting to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter