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
Job Summary
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.
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’ll help you build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Matching Summary
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.
Skills & Requirements
Must-have
Securities Industry Essentials (SIE)
Series 7 and Series 66 Licenses
Client relationship management
Financial needs assessment
Consultative sales approach
Nice-to-have
Results-driven mindset
Executive presence
Strong peer relationships
Adaptable to new technology
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
Minimum of one year financial services or sales experience