Financial Solutions Advisor - Registration Candidate - Tucson Area

Bank of America (GHR)

Tucson, Arizona, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Manage client relationships and financial portfolios
Bank of America is seeking a Financial Solutions Advisor in the Tucson area to help clients achieve their financial goals while obtaining necessary securities licenses. The role emphasizes building client relationships and providing comprehensive financial solutions through structured training and support

Job Summary

  • This role offers a structured journey to obtain Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training.
  • You will guide clients through complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
  • The position includes opportunities to advance into Financial Solutions Advisor Stage II and other roles within Bank of America and Merrill.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor in the Tucson area to help clients achieve their financial goals while obtaining necessary securities licenses. The role emphasizes building client relationships and providing comprehensive financial solutions through structured training and support.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Manage client relationships and financial portfolios
  • Deliver comprehensive financial advice to clients
  • Collaborate with banking and investment partners

Nice-to-have

  • Experience in cultivating client relationships
  • Spanish speaking skills
  • Bachelor's degree in finance or related field
  • One year of financial services industry experience
  • Strong peer collaboration and communication skills

Key Requirements

  • High School Diploma or GED required
  • Must pass SAFE Act background check and registration
  • Self-disciplined time management capabilities
  • Aptitude for obtaining FINRA securities licenses
  • Ability to work rotating Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter