Financial Solutions Advisor Registration Candidate- Country Club

Bank of America (GHR)

Rio Rancho, New Mexico, United States
Obtain securities industry licenses
Client relationship management skills
Consultative approach with clients
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.

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

  • Obtain Securities Industry licenses
  • Client relationship management skills
  • Consultative approach with clients
  • Results-driven mindset
  • Execute multiple tasks simultaneously

Nice-to-have

  • Strong peer relationships
  • Effective communication and collaboration
  • Humanizing financial interactions
  • Adapt to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • High School Diploma / GED / Secondary School or equivalent
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter