Financial Solutions Advisor Registration Candidate - Ne Georgiamarket

Bank of America (GHR)

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 with advice and solutions to help them achieve their financial goals while humanizing financial interactions.
  • Success in this position requires building strong relationships with banking customers, small business owners, and higher net worth clients.

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
  • recommend financial solutions

Nice-to-have

  • strong peer collaboration skills
  • results-driven mindset
  • adaptability to new technology
  • executive presence
  • business acumen

Key Requirements

  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Subject to SAFE Act registration requirements
  • Bachelor's degree preferred
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter