Financial Solutions Advisor Registration Candidate- Central Dfw Market

Bank of America (GHR)

Central DFW Market, United States
Not specified; not specified; not specified
In-office with some flexibility based on role-specific considerations.
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 for the Central DFW Market, aimed at individuals eager to develop their financial advisory skills. The role includes obtaining necessary securities licenses and offers a structured training program to help candidates build client relationships and financial expertise

Job Summary

  • This role offers a structured journey to become a licensed Financial Solutions Advisor with dedicated training for SIE, Series 7, and Series 66 exams.
  • The position involves building and managing client relationships while providing comprehensive financial advice and investment solutions to diverse customer segments.
  • Successful candidates will progress from Stage I to Stage II roles, with opportunities to advance within Bank of America and Merrill Lynch.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Central DFW Market, aimed at individuals eager to develop their financial advisory skills. The role includes obtaining necessary securities licenses and offers a structured training program to help candidates build client relationships and financial expertise.

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
  • SAFE Act registration compliance
  • Client relationship cultivation
  • Consultative sales approach

Nice-to-have

  • Existing FINRA SIE certification
  • Bachelor's degree in finance
  • One year financial services experience
  • Strong peer collaboration skills
  • Results-driven mindset

Key Requirements

  • High School Diploma or GED
  • SIE license obtained within 30 days
  • Series 7 and 66 licenses within 120 days
  • SAFE Act background check and registration
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter