Financial Solutions Advisor Registration Candidate - Broad Street Financial Center
Bank of America
Not specified; not specified; not specified
In-office with flexibility
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
Bank of America is seeking a Financial Solutions Advisor Registration Candidate to join their team, focusing on obtaining necessary securities licenses and developing skills to manage client relationships effectively. The role emphasizes personal and professional growth through structured training and a commitment to client-focused financial solutions
Job Summary
This role offers a structured journey starting with obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
You will work in a financial center delivering comprehensive banking and investment solutions while building relationships with diverse clients including small business owners.
The position includes world-class training, one-on-one coaching from Academy managers, and opportunities to advance into Financial Solutions Advisor Stage II and beyond.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor Registration Candidate to join their team, focusing on obtaining necessary securities licenses and developing skills to manage client relationships effectively. The role emphasizes personal and professional growth through structured training and a commitment to client-focused financial solutions.
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
Cultivate client relationships and recommend solutions
Execute multiple tasks in fast-paced environment
Collaborate with core banking and investment partners
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services or sales experience