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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.
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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
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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.
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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