Financial Solutions Advisor Registration Candidate - Ft. Worth Market

Bank of America (GHR)

Ft. Worth, Texas, United States
In-office (with potential flexibility based on role-specific considerations)
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time and capacity management
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Ft. Worth Market, where the candidate will obtain essential securities licenses and develop foundational advisory skills. This role emphasizes client relationship building and offers career progression within the organization, supported by comprehensive training and resources

Job Summary

  • The role involves obtaining Securities Industry Essentials, 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.
  • Successful candidates can progress from Stage I to Stage II roles and advance into various positions within Bank of America and Merrill.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Ft. Worth Market, where the candidate will obtain essential securities licenses and develop foundational advisory skills. This role emphasizes client relationship building and offers career progression within the organization, supported by comprehensive training and resources.

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time and capacity management
  • Cultivate client relationships and recommend solutions
  • Collaborate with core banking and investment partners

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment
  • Adaptability to new technology and applications

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE, Series 7, and Series 66 licenses
  • Subject to SAFE Act registration requirements
  • Pass required SAFE Act background check

Work Rights

Not specified

Tailored Resume

Cover Letter