Financial Solutions Advisor Registration Candidate- South Venice Financial Center
Bank of America
South Venice, Florida, United States
Not specified; not specified; not specified
In-office with flexibility for role-specific considerations.
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 their South Venice Financial Center. The role involves obtaining necessary securities licenses and developing skills to manage and grow client relationships in a supportive and inclusive workplace
Job Summary
This role offers a structured journey starting with obtaining industry licenses like SIE, Series 7, and Series 66 through dedicated training.
Employees will build and manage client relationships while providing comprehensive financial advice and investment solutions at a Bank of America financial center.
The position includes opportunities for career advancement to Financial Solutions Advisor Stage II and beyond within Bank of America and Merrill.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their South Venice Financial Center. The role involves obtaining necessary securities licenses and developing skills to manage and grow client relationships in a supportive and inclusive workplace.
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
Current FINRA Securities Industry Essentials (SIE) holder
Bachelor's degree in finance or related field
One year of financial services or sales experience
Strong peer collaboration and communication skills