Financial Solutions Advisor - Registration Candidate - South Houston Area

Bank of America (GHR)

South Houston, 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 management
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time.
  • Employees will build client relationships by providing comprehensive financial advice and delivering client reviews to help achieve financial goals.
  • Bank of America offers world-class training, one-on-one coaching, and a clear career progression path from Stage I to Stage II advisor.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time.

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 banking partners

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree preferred
  • One year financial services experience
  • Results-driven mindset
  • Strong peer communication

Key Requirements

  • High School Diploma or GED
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • SAFE Act registration required
  • Pass background check for SAFE Act

Work Rights

Not specified

Tailored Resume

Cover Letter