Financial Solutions Advisor Registration Candidate - Tulsa Market

Bank of America (GHR)

Tulsa, OK, United States
Not specified; not specified; not specified
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Securities industry essentials sie license
Series 7 and series 66 licenses
Client relationship cultivation
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Tulsa market, offering a structured training program to help candidates obtain essential securities licenses. This entry-level position emphasizes relationship-building and client advisory skills while promoting a culture of growth and inclusivity. **

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 before working with clients.
  • Employees will guide clients through complex financial pictures to help them achieve their life priorities and best financial lives.
  • Bank of America offers world-class training, one-on-one coaching, and a structured career path from Stage I to Stage II advisor.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Tulsa market, offering a structured training program to help candidates obtain essential securities licenses. This entry-level position emphasizes relationship-building and client advisory skills while promoting a culture of growth and inclusivity. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 licenses
  • Client relationship cultivation
  • Consultative financial advice delivery
  • SAFE Act registration compliance

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of sales experience
  • Results-driven mindset
  • Strong oral and written communication
  • Ability to work flexible hours including Saturdays

Key Requirements

  • High School Diploma or GED required
  • Obtain SIE within 30 days of hire
  • Obtain Series 7 and 66 within 120 days
  • Must pass SAFE Act background check
  • Self-disciplined time management skills

Work Rights

Not specified

Tailored Resume

Cover Letter