Financial Solutions Advisor - Registration Candidate - Northwest Houston Area

Bank of America

Tomball, Texas, USA
Obtain securities industry licenses
Client relationship management skills
Consultative approach with clients
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’ll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

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
  • Client relationship management skills
  • Consultative approach with clients
  • Results-driven mindset
  • Execute multiple tasks simultaneously

Nice-to-have

  • Spanish speaking skills
  • Executive presence
  • Strong peer relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time
  • Experience cultivating client relationships
  • Success creating strong peer relationships
  • Learns and adapts to new technology
  • Must obtain SIE within 30 days
  • Must obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter