Financial Solutions Advisor - Registration Candidate - San Antonio Area
Bank of America
San Antonio, Texas, 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.
We will equip you with everything you need as you move through the stages of development.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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
Results-driven mindset
Execute multiple tasks simultaneously
Nice-to-have
Spanish speaking skills
Strong peer relationships
Executive presence
Adapt to new technology
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent