Financial Solutions Advisor Registration Candidate- East Dallasmarket
Bank of America
East Dallas, TX, US
Obtaining securities industry licenses
Client relationship management
Consultative financial advising
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact
Job Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
You will receive dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses and develop foundational advisory skills.
The role includes working in a financial center to deliver core banking and investment solutions while collaborating with partners to meet clients' financial needs.
Matching Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Client relationship management
Consultative financial advising
Time and capacity self-management
Collaboration with banking partners
Multi-tasking in fast-paced environment
Nice-to-have
Results-driven mindset
Effective communication skills
Adaptability to new technology
One-on-one coaching support
Inclusive workplace culture
Key Requirements
Securities Industry Essentials (SIE) license within 30 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check
High School Diploma or equivalent
Minimum one year financial services or sales experience