Financial Solutions Advisor Registration Candidate- East Dallas Market
Bank of America
East Dallas Market, Texas, United States
Not specified; not specified; benefits not detaile...
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
This role offers a structured journey starting with obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training
Job Summary
This role offers a structured journey starting with obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training.
Once licensed, you will work in a financial center delivering core banking and investment solutions while building relationships with diverse clients.
The position includes world-class training, one-on-one coaching from Academy managers, and opportunities to advance into Financial Solutions Advisor Stage II.
Matching Summary
This role offers a structured journey starting with obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training.
Salary
Not specified; Not specified; Benefits not detailed
Skills & Requirements
Must-have
obtain SIE license within 30 days
obtain Series 7 and 66 licenses within 120 days
SAFE Act registration and background check
cultivate client relationships and recommend solutions
execute multiple tasks in fast-paced environment
Nice-to-have
self-disciplined time management skills
strong peer collaboration abilities
results-driven mindset prioritizing clients
adaptability to new technology applications
experience with consultative sales approach
Key Requirements
High School Diploma or GED required
Must obtain SIE license within 30 days of hire
Must obtain Series 7 and 66 licenses within 120 days