Financial Solutions Advisor Registration Candidate - Sun Prairie Financial Center

Bank of America (GHR)

Not specified; not specified; not specified
In-office with some flexibility based on role-specific needs.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Sun Prairie Financial Center. This entry-level role involves obtaining key industry licenses and developing skills for managing client relationships, ultimately aimed at providing comprehensive financial advice

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing interactions.
  • Successful candidates can advance from Stage I to Stage II roles and eventually into various positions within Bank of America and Merrill.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Sun Prairie Financial Center. This entry-level role involves obtaining key industry licenses and developing skills for managing client relationships, ultimately aimed at providing comprehensive financial advice.

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
  • self-disciplined time management
  • cultivating client relationships
  • consultative approach to sales

Nice-to-have

  • strong peer collaboration skills
  • results-driven mindset
  • adapting to new technology
  • executive presence
  • referral identification skills

Key Requirements

  • SIE license required within 30 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter