Financial Solutions Advisor Registration Candidate - Shelby Township, Mi

Bank of America (GHR)

Shelby Township, MI, US
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
  • Employees will work in a financial center delivering core banking, investment solutions, and comprehensive client care advice.
  • The position requires adherence to SAFE Act registration requirements and passing a federal registry background check.

Matching Summary

This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.

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 relevant field
  • One year of financial services or sales experience
  • Strong peer collaboration and communication skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Successful SAFE Act registration mandatory
  • No criminal history prohibited by FDIC/Safe Act/FINRA

Work Rights

Not specified

Tailored Resume

Cover Letter