Financial Solutions Advisor Registration Candidate - Folsom Fc

Bank of America (GHR)

Folsom, California, United States
Not specified; not specified; not specified
Securities industry essentials sie license
Series 7 and series 66 licenses
Client relationship cultivation skills
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 interactions.
  • 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 licenses including SIE, Series 7, and Series 66 through dedicated training programs.

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 skills
  • Consultative sales approach execution
  • Self-disciplined time management

Nice-to-have

  • Existing FINRA Securities Industry Essentials
  • Bachelor's degree in relevant field
  • Prior financial services industry experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast pace

Key Requirements

  • Obtain SIE within 30 days of hire
  • Obtain Series 7 and 66 within 120 days
  • SAFE Act registration and background check
  • Aptitude for obtaining required industry licenses
  • Experience cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter