Financial Solutions Advisor Registration Candidate - Cooper City Financial Center

Bank of America

Cooper City, Florida, USA
Obtain securities industry licenses
Client relationship management skills
Consultative approach with clients
As a Financial Solutions Advisor Stage 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

Job Summary

  • As a Financial Solutions Advisor Stage 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.
  • Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
  • We’ll help you build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

Matching Summary

As a Financial Solutions Advisor Stage 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.

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management skills
  • Consultative approach with clients
  • Effective communication and collaboration
  • Results-driven mindset

Nice-to-have

  • Building client networks
  • Humanizing financial interactions
  • Leveraging company relationships

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration required
  • Bachelor's degree or 1 year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter