Financial Solutions Advisor Registration Candidate - Ne Georgia Market

Bank of America

Georgia, 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 licenses including SIE, Series 7, and Series 66 through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • Successful candidates will progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill.

Matching Summary

The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 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
  • Client relationship cultivation skills
  • Consultative approach to financial needs

Nice-to-have

  • Existing FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environment

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
  • Pass required SAFE Act background check
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter