Financial Solutions Advisor - Registration Candidate - East Valley Phoenix Area
Bank of America
Phoenix, Arizona, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Manage time and capacity self-discipline
The role offers a comprehensive journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses
Job Summary
The role offers a comprehensive journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
Employees will learn foundational skills to acquire, build, and manage client relationships while providing complex financial advice and solutions.
Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities to advance within Bank of America and Merrill.
Matching Summary
The role offers a comprehensive journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
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
Manage time and capacity self-discipline
Cultivate client relationships and needs assessment
Collaborate with banking and investment partners
Nice-to-have
Strong peer relationship building skills
Results-driven mindset in fast-paced environment
Adaptable to new technology applications
Spanish speaking capability
Existing FINRA Securities Industry Essentials license
Key Requirements
High School Diploma or GED required
Must obtain SIE license within 30 days of hire
Must obtain Series 7 and 66 licenses within 120 days