Financial Solutions Advisor Registration Candidate - Nw Texas Market

Bank of America

Northwest Texas, United States
**
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Northwest Texas, focusing on developing client relationships and providing financial advice after obtaining necessary industry licenses. The role emphasizes comprehensive training, career growth, and a commitment to an inclusive workplace culture. **

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • Successful candidates progress from Stage I to Stage II roles, with opportunities to advance in many positions within Bank of America and Merrill.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Northwest Texas, focusing on developing client relationships and providing financial advice after obtaining necessary industry licenses. The role emphasizes comprehensive training, career growth, and a commitment to an inclusive workplace culture. **

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Client relationship cultivation
  • Consultative financial advising

Nice-to-have

  • Bachelor's degree preferred
  • One year financial services experience
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

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
  • Must pass SAFE Act background check and registration
  • Self-disciplined time management required

Work Rights

Not specified

Tailored Resume

Cover Letter