Financial Solutions Advisor Registration Candidate - Orlando Metro Market
Bank of America
Orlando, Florida, USA
Obtain securities industry licenses
Client relationship management skills
Consultative approach with clients
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders
Job Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses, learn foundational advisory skills, and work in a financial center to deliver core banking and investment solutions.
The company offers world-class training, one-on-one coaching, and opportunities to build a successful career with progression into roles like Financial Solutions Advisor Stage II and beyond.
Matching Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
Skills & Requirements
Must-have
Obtain Securities Industry licenses
Client relationship management skills
Consultative approach with clients
Execute multiple tasks simultaneously
Results-driven mindset
Nice-to-have
Client experience branding
Executive presence
Strong peer relationships
Adapt to new technology
Key Requirements
Aptitude in obtaining required industry licenses
Must obtain SIE within 30 days
Must obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
Bachelor's degree and/or minimum one year financial services or sales experience