Financial Solutions Advisor Registration Candidate - South End
Bank of America
Charlotte, North Carolina, USA
Obtain securities industry licenses
Client relationship management skills
Consultative approach with clients
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
Obtain Securities Industry licenses
Client relationship management skills
Consultative approach with clients
Results-driven mindset
Execute multiple tasks simultaneously
Nice-to-have
Humanizing financial interactions
Build strong peer relationships
Executive presence
Collaborate with partners
Key Requirements
Must obtain SIE within 30 days
Must obtain Series 7 & 66 within 120 Days
SAFE Act registration required
High School Diploma / GED / Secondary School or equivalent