Financial Solutions Advisor Registration Candidate- Country Club

Bank of America (GHR)

Not specified; not specified; not specified
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Country Club location. The role involves obtaining financial licenses and developing client relationships while providing comprehensive financial advice within a supportive training environment. **

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66.
  • Candidates will learn foundational skills to build client relationships, analyze complex financial pictures, and provide tailored advice.
  • The position requires adherence to SAFE Act registration requirements and involves working in a financial center serving diverse clients.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Country Club location. The role involves obtaining financial licenses and developing client relationships while providing comprehensive financial advice within a supportive training environment. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Client relationship cultivation and needs assessment
  • Consultative approach to financial solutions

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services sales experience
  • Strong peer collaboration and communication skills
  • Results-driven mindset in fast-paced environment
  • Ability to leverage Bank of America network

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Must pass SAFE Act background check and maintain registration
  • Self-disciplined time management capabilities

Work Rights

Not specified

Tailored Resume

Cover Letter