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
Job Summary
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.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
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
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.
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
Strong peer relationships
Effective communication and collaboration
Humanizing financial interactions
Building a network
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent