Financial Solutions Advisor Registration Candidate Consumer Investments - Broad Street Financial Center

Bank of America (GHR)

Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Securities industry essentials license
Series 7 and series 66 licenses
Client relationship cultivation
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Broad Street Financial Center. This entry-level position focuses on obtaining necessary securities licenses and developing client relationships while offering training and support for career growth

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will guide clients with comprehensive advice and solutions to help them achieve their financial goals while humanizing interactions.
  • Success in this position typically leads to progression into Financial Solutions Advisor Stage II with opportunities to advance within Bank of America and Merrill.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Broad Street Financial Center. This entry-level position focuses on obtaining necessary securities licenses and developing client relationships while offering training and support for career growth.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials license
  • Series 7 and Series 66 licenses
  • Client relationship cultivation
  • Consultative financial advice delivery
  • Complex financial picture analysis

Nice-to-have

  • Results-driven mindset in fast-paced environment
  • Strong peer collaboration skills
  • Adaptability to new technology applications
  • Executive presence and oral communications
  • Experience with higher net worth clients

Key Requirements

  • Obtain SIE within 30 days of hire
  • Obtain Series 7 and 66 within 120 days
  • High School Diploma or equivalent experience
  • SAFE Act registration compliance
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter