In-office with potential for flexible arrangements based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Woodruff Road location. This entry-level position focuses on obtaining necessary securities licenses while providing foundational training in financial advisory skills and client relationship management
Job Summary
This role offers a structured journey to obtain essential Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training.
Successful candidates will progress from Stage I to Stage II, deepening client relationships and delivering comprehensive financial advice across banking and investment solutions.
The position requires adherence to SAFE Act registration requirements, including background checks, for employees engaged in residential loan mortgage originations.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Woodruff Road location. This entry-level position focuses on obtaining necessary securities licenses while providing foundational training in financial advisory skills and client relationship management.
Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and 66 licenses within 120 days
Self-disciplined time management
Cultivate client relationships
Recommend financial solutions
Nice-to-have
Current FINRA Securities Industry Essentials holder