Financial Solutions Advisor - Registration Candidate - San Antonio Area

Bank of America

San Antonio, Texas, USA
Obtain securities industry licenses
Acquire, build, and manage client relationships
Deliver banking and investment solutions
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

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 reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
  • We will equip you with everything you need as you move through the stages of development.

Matching 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.

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Acquire, build, and manage client relationships
  • Deliver banking and investment solutions
  • Humanize financial interactions
  • Collaborate with core banking and investment partners

Nice-to-have

  • Spanish speaking skills
  • Results-driven mindset
  • Strong peer relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time
  • Experience in cultivating client relationships
  • Must obtain SIE within 30 days
  • Must obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter