Financial Solutions Advisor - Registration Candidate - West Valley Phoenix Area

Bank of America (GHR)

West Valley Phoenix Area, US
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships
** Bank of America is seeking a Financial Solutions Advisor in the West Valley Phoenix Area to guide clients in achieving their financial goals through comprehensive advice and solutions. The role includes obtaining necessary securities licenses and offers a structured training program, with opportunities for career advancement within the company. **

Job Summary

  • This role offers a structured journey to become a licensed Financial Solutions Advisor through dedicated training on Securities Industry Essentials, Series 7, and Series 66 exams.
  • The position involves building and managing client relationships while providing comprehensive advice on banking, investment solutions, and financial goals.
  • Bank of America supports career growth with world-class training, one-on-one coaching, and opportunities to advance into Stage II roles or other positions within the organization.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor in the West Valley Phoenix Area to guide clients in achieving their financial goals through comprehensive advice and solutions. The role includes obtaining necessary securities licenses and offers a structured training program, with opportunities for career advancement within the company. **

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Cultivate client relationships
  • Recommend financial solutions
  • Collaborate with banking partners

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree in finance
  • One year sales experience
  • Strong peer communication
  • Results-driven mindset

Key Requirements

  • High School Diploma or GED
  • SIE license obtained within 30 days
  • Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

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