Financial Solutions Advisor Registration Candidate- Mid Cities Dfw Area

Bank of America

Mid Cities, Texas, US
Obtain securities industry licenses
Client relationship management
Consultative approach with clients
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

Job Summary

  • 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.
  • 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.
  • We will equip you with everything you need as you move through the stages of development.

Matching Summary

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.

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management
  • Consultative approach with clients
  • Deliver comprehensive advice
  • Collaborate with partners

Nice-to-have

  • Humanizing financial interactions
  • Building strong peer relationships
  • Results-driven mindset
  • Learning and adapting to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter