Financial Solutions Advisor Registration Candidate - Detroit Market

Bank of America

Sterling Heights, US
Securities industry licenses
Client relationship management
Consultative approach with clients
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations

Job Summary

  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • 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.

Matching Summary

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • consultative approach with clients
  • results-driven mindset
  • executes multiple tasks simultaneously

Nice-to-have

  • client experience branding
  • executive presence
  • risk management
  • collaboration with partners

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter