Financial Solutions Advisor Registration Candidate - Forsyth Clayton, Mo

Bank of America

Forsyth Clayton, Missouri, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will work in a financial center to deliver core banking, investment solutions, and comprehensive client care.
  • Successful candidates 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 Essentials, 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
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment
  • Collaborate with banking and investment partners

Nice-to-have

  • Strong peer relationship building skills
  • Results-driven mindset prioritizing client interests
  • Experience with complex financial planning
  • Adaptability to new technology applications
  • Effective oral and written communication

Key Requirements

  • SIE license required within 30 days of hire
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration and background check required
  • Aptitude for obtaining industry licenses
  • Bachelor's degree or one year financial experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter