Financial Solutions Advisor Registration Candidate - 17th & Church
Bank of America (GHR)
Obtain securities industry licenses
Acquire, build, and manage client relationships
Deliver banking and investment solutions
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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 will equip you with everything you need as you move through the stages of development.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Obtain Securities Industry Licenses
Acquire, build, and manage client relationships
Deliver banking and investment solutions
Humanize financial interactions
Consultative approach with clients
Nice-to-have
Leverage existing client relationships
Collaborate with core banking partners
Make an impact in communities
Key Requirements
Must obtain SIE within 30 days
Must obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent