Financial Solutions Advisor Registration Candidate - Cooper City Financial Center
Bank of America
Cooper City, FL, US
Obtaining securities industry licenses
Managing client relationships
Consultative client needs assessment
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact
Job Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses and develop foundational advisory skills to help clients achieve their financial goals.
The role includes world-class training, one-on-one coaching, and career advancement opportunities within Bank of America and Merrill.
Matching Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Managing client relationships
Consultative client needs assessment
Time and capacity management
Collaboration with banking and investment partners
Delivering client presentations and advice
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Building professional networks
Client-focused financial guidance
Key Requirements
Securities Industry Essentials (SIE) license within 30 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check
Bachelor's degree or minimum one year financial services/sales experience