Financial Solutions Advisor Registration Candidate- Dalton

Bank of America (GHR)

Dalton, USA
Client relationship management
Financial needs assessment
Solution recommendation
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

  • Client relationship management
  • Financial needs assessment
  • Solution recommendation
  • Collaboration and communication
  • Results-driven mindset
  • Task execution and adaptability

Nice-to-have

  • Client experience branding
  • Executive presence
  • Risk management
  • Business acumen

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration required
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter