Financial Solutions Advisor Registration Candidate - New Mexico Market
Bank of America
Las Cruces, New Mexico, USA
Securities industry essentials (sie) license
Series 7 and series 66 licenses
Client relationship management
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders
Job Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills for client relationship management and financial advice.
The company offers world-class training, one-on-one coaching, and opportunities to build a successful career with potential advancement within Bank of America and Merrill.
Matching Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
Skills & Requirements
Must-have
Securities Industry Essentials (SIE) license
Series 7 and Series 66 licenses
Client relationship management
Consultative approach with clients
SAFE Act registration requirements
Nice-to-have
Strong peer relationships
Results-driven mindset
Executive presence
Business acumen
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
High School Diploma / GED / Secondary School or equivalent