Financial Solutions Advisor Registration Candidate- Sunset West

Bank of America

Springdale, , USA
Obtain securities industry licenses
Client relationship management skills
Financial advice and solutions
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • 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, with dedicated programs, tools, and resources throughout your career journey.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management skills
  • Financial advice and solutions
  • Consultative approach with clients
  • Results-driven mindset

Nice-to-have

  • Humanizing financial interactions
  • Building strong peer relationships
  • Adapting to new technology
  • Collaborating with partners

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter