Financial Solutions Advisor Registration Candidate - Sun Prairie Financial Center

Bank of America

Madison, USA
Securities industry essentials (sie)
Series 7 and series 66 licenses
Client relationship management
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact

Job Summary

  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
  • 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

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE)
  • Series 7 and Series 66 licenses
  • Client relationship management
  • Financial advice and solutions
  • Consultative approach with clients

Nice-to-have

  • Building strong peer relationships
  • Results-driven mindset
  • Adapting to new technology
  • Executive presence
  • Oral communications skills

Key Requirements

  • Obtain SIE within 30 days of hire
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration requirements
  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity

Work Rights

Not specified

Tailored Resume

Cover Letter