Cultivate client relationships and recommend solutions
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Oklahoma market, focusing on helping clients with their financial needs while obtaining essential securities licenses. The role emphasizes relationship building, training, and career progression within a supportive in-office culture.
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Job Summary
This role offers a structured training journey to obtain Securities Industry Essentials, Series 7, and Series 66 licenses while learning foundational advisor skills.
Employees will work in financial centers to deliver core banking and investment solutions, helping clients achieve their financial goals through comprehensive advice.
The position includes opportunities for career advancement to Financial Solutions Advisor Stage II and access to dedicated programs and resources throughout the career journey.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Oklahoma market, focusing on helping clients with their financial needs while obtaining essential securities licenses. The role emphasizes relationship building, training, and career progression within a supportive in-office culture.
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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
Cultivate client relationships and recommend solutions
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services sales experience
Strong results-driven mindset in fast-paced environment
Key Requirements
High School Diploma or GED required
Must pass SAFE Act background check and registration
Self-disciplined time management and capacity control