Financial Solutions Advisor Registration Candidate- Central Dfw Market

Bank of America

Central DFW Market, Texas, United States
Not specified; not specified; not specified
Securities industry essentials sie license
Series 7 and series 66 exam completion
Client relationship cultivation skills
This role offers a comprehensive journey starting with obtaining essential Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training

Job Summary

  • This role offers a comprehensive journey starting with obtaining essential Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training.
  • The position involves guiding clients with complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
  • Successful candidates will progress from Financial Solutions Advisor Stage I to Stage II, with opportunities to advance into various roles within Bank of America and Merrill.

Matching Summary

This role offers a comprehensive journey starting with obtaining essential Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Client relationship cultivation skills
  • Self-disciplined time management
  • Results-driven mindset in fast-paced environment

Nice-to-have

  • Existing FINRA Securities Industry Essentials certification
  • Bachelor's degree in relevant field
  • Prior financial services or sales experience
  • Strong peer collaboration abilities
  • Consultative approach to client needs

Key Requirements

  • Obtain SIE license within 30 days of hire
  • Obtain Series 7 and 66 licenses within 120 days
  • High School Diploma or GED required
  • SAFE Act registration and background check compliance
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter