Financial Solutions Advisor Registration Candidate - Dayton Mall Financial Center
Bank of America
Dayton, Ohio, United States
Acquiring, building and managing client relationships
Guiding clients with advice and solutions
Delivering core banking and investment solutions
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
Acquiring, building and managing client relationships
Guiding clients with advice and solutions
Delivering core banking and investment solutions
Consultative approach with clients
Collaborate with core banking and investment partners
Nice-to-have
Humanizing financial interactions
Building a successful career
Making an impact in communities
Inclusive workplace
Results-driven mindset
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
Aptitude in obtaining required industry licenses
Currently holds FINRA Securities Industry Essentials (SIE)