Financial Solutions Advisor Registration Candidate - Mesquite

Bank of America (GHR)

Mesquite, Texas, United States
Not specified; not specified; not specified
Securities industry essentials sie license
Series 7 and series 66 licenses
Client relationship cultivation skills
The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will work in financial centers to deliver core banking, investment solutions, and comprehensive client care advice.
  • Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities for career advancement within Bank of America and Merrill.

Matching Summary

The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 licenses
  • Client relationship cultivation skills
  • Consultative sales approach execution
  • Self-disciplined time management

Nice-to-have

  • Bachelor's degree in relevant field
  • One year financial services experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast pace
  • Adaptability to new technology

Key Requirements

  • Obtain SIE within 30 days of hire
  • Obtain Series 7 and 66 within 120 days
  • High School Diploma or GED minimum
  • SAFE Act registration compliance
  • Aptitude for industry licensing exams

Work Rights

Not specified

Tailored Resume

Cover Letter