Financial Solutions Advisor Registration Candidate - Lake Oswego

Bank of America (GHR)

Lake Oswego, USA
On-site
Obtain securities industry licenses
Acquire, build, and manage client relationships
Provide financial advice and solutions
Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Lake Oswego, where the successful candidate will start their journey by obtaining necessary securities licenses and develop foundational skills in client relationship management. This role emphasizes a commitment to inclusive workplace culture, offering training and career advancement opportunities within the financial services sector

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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Lake Oswego, where the successful candidate will start their journey by obtaining necessary securities licenses and develop foundational skills in client relationship management. This role emphasizes a commitment to inclusive workplace culture, offering training and career advancement opportunities within the financial services sector.

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Acquire, build, and manage client relationships
  • Provide financial advice and solutions
  • Humanize financial interactions
  • Work in a financial center environment

Nice-to-have

  • Collaborate with core banking and investment partners
  • Leverage Bank of America's extensive client network
  • Deliver end-to-end comprehensive advice

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • Results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (Desired)
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 & 66 within 120 days

Work Rights

Not specified

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