Financial Solutions Advisor Registration Candidate- Oklahoma Area

Bank of America (GHR)

Oklahoma, US
Securities industry essentials (sie)
Series 7 and series 66 exams
Client relationship management
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 Essentials (SIE)
  • Series 7 and Series 66 Exams
  • Client relationship management
  • Sales experience
  • Risk Management
  • Policies, Procedures, and Guidelines

Nice-to-have

  • Consultative approach with clients
  • Building strong peer relationships
  • Results-driven mindset
  • Active Listening
  • Attention to Detail

Key Requirements

  • Obtain SIE within 30 days of hire
  • 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