Financial Solutions Advisor Registration Candidate - Tampa Market
Bank of America
Tampa, United States
Obtain securities industry licenses
Client relationship management
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 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
Client relationship management
Consultative approach with clients
Deliver client advice and solutions
Collaboration with partners
Nice-to-have
Executive presence
Strong peer relationships
Results-driven mindset
Adapt to new technology
Key Requirements
Aptitude in obtaining required industry licenses
Self-disciplined in managing time
Experience cultivating client relationships
Success creating strong peer relationships
Demonstrates a results-driven mindset
Executes multiple tasks simultaneously
Learns and adapts to new technology
Currently holds FINRA SIE
Bachelor's degree and/or 1 year financial services/sales experience