Financial Solutions Advisor Registration Candidate - Pbg Treasure Coast Market

Bank of America

Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients through complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
  • Success in this position requires adherence to SAFE Act registration requirements, including background checks and federal registry compliance.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

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 management
  • Cultivate client relationships
  • Collaborate with core banking partners

Nice-to-have

  • Strong peer relationship building
  • Results-driven mindset
  • Adaptable to new technology
  • Executive presence
  • Business acumen

Key Requirements

  • SIE license required within 30 days of hire
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration and background check
  • Aptitude for obtaining industry licenses
  • Bachelor's degree or one year experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter