Financial Solutions Advisor Registration Candidate -coliseum-riverdale Center

Bank of America (GHR)

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Self-disciplined time management
Client relationship cultivation skills
Strong peer collaboration abilities
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate to help clients navigate their financial needs while obtaining necessary industry licenses. The role emphasizes building client relationships and offers comprehensive training and career development opportunities. Candidates must demonstrate strong communication skills and a results-driven mindset. **

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training.
  • Employees will guide clients with comprehensive financial advice while humanizing interactions and delivering Bank of America's core banking solutions.
  • Successful candidates will progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate to help clients navigate their financial needs while obtaining necessary industry licenses. The role emphasizes building client relationships and offers comprehensive training and career development opportunities. Candidates must demonstrate strong communication skills and a results-driven mindset. **

Skills & Requirements

Must-have

  • Self-disciplined time management
  • Client relationship cultivation skills
  • Strong peer collaboration abilities
  • Results-driven mindset in fast pace
  • Ability to learn new technology

Nice-to-have

  • Executive presence and branding
  • Business acumen for complex scenarios
  • Referral identification capabilities
  • Portfolio management experience
  • Prospecting and pipeline management

Key Requirements

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Aptitude for obtaining industry licenses
  • Bachelor's degree or one year experience

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter