Financial Solutions Advisor Registration Candidate - Ne Georgiamarket
Bank of America (GHR)
Buford, Georgia, USA
Client relationship management
Financial needs assessment
Solution recommendation
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
We will equip you with everything you need as you move through the stages of development.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client relationship management
Financial needs assessment
Solution recommendation
Collaboration with partners
Results-driven mindset
Nice-to-have
Executive presence
Oral communication skills
Risk management aptitude
Client experience branding
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration required
Aptitude in obtaining required industry licenses
Minimum one year financial services or sales experience