Financial Solutions Advisor Registration Candidate - Folsom Fc

Bank of America

Folsom, CA, US
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with comprehensive financial advice while humanizing financial interactions across banking and investment solutions.
  • Success in this position requires building a portfolio of clients and collaborating with core banking partners to meet diverse financial needs.

Matching Summary

The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.

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
  • Client relationship cultivation
  • Consultative sales approach

Nice-to-have

  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology
  • Executive presence
  • Oral communication excellence

Key Requirements

  • SIE license within 30 days of hire
  • Series 7 and 66 licenses 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