Financial Solutions Advisor Registration Candidate - Stateline Station, Mo
Bank of America (GHR)
Kansas City, United States
Cultivating client relationships
Accessing client needs
Recommending appropriate solutions
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
We will equip you with everything you need as you move through the stages of development, with dedicated programs, tools, and resources throughout your career journey.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Cultivating client relationships
Accessing client needs
Recommending appropriate solutions
Executing multiple tasks simultaneously
Results-driven mindset
Nice-to-have
Humanizing financial interactions
Building strong peer relationships
Collaborating with partners
Client experience branding
Attention to detail
Key Requirements
Aptitude in obtaining required industry licenses
Must obtain SIE within 30 days
Must obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
Bachelor’s degree and/or minimum of one year financial services or sales experience