Financial Solutions Advisor Registration Candidate- Santa Fe Main
Bank of America (GHR)
Santa Fe, New Mexico, United States
Not specified; not specified; not specified
In-office with specific attendance requirements, with some flexibility.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Santa Fe location. The role involves obtaining key financial industry licenses and developing client relationships while providing tailored financial advice
Job Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training before working with clients.
Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
Successful candidates progress from Stage I to Stage II roles with opportunities to advance in many positions within Bank of America and Merrill.
Matching Summary
Match Score: 75
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Santa Fe location. The role involves obtaining key financial industry licenses and developing client relationships while providing tailored financial advice.
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
Self-disciplined time management
Client relationship cultivation
Consultative sales approach
Nice-to-have
Bilingual Mandarin speaker
Bachelor's degree preferred
One year financial services experience
Strong peer collaboration skills
Results-driven mindset
Key Requirements
High School Diploma or GED required
Must obtain SIE, Series 7, and 66 licenses
SAFE Act registration and background check required