Financial Solutions Advisor Registration Candidate- Oklahoma Area

Bank of America (GHR)

Not specified; not specified; not specified
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Securities industry essentials sie license
Series 7 and series 66 licenses
Client relationship cultivation
** Bank of America is seeking Financial Solutions Advisor Registration Candidates in the Oklahoma area, with a focus on helping clients improve their financial lives. The role involves obtaining essential securities licenses, developing client relationships, and leveraging Bank of America's extensive resources to provide comprehensive financial advice. **

Job Summary

  • This role offers a structured career path starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66.
  • Candidates will learn foundational skills to guide clients through complex financial pictures and deliver comprehensive investment solutions.
  • The position requires adherence to SAFE Act registration requirements and may involve working on Saturdays.

Matching Summary

Match Score: 75

** Bank of America is seeking Financial Solutions Advisor Registration Candidates in the Oklahoma area, with a focus on helping clients improve their financial lives. The role involves obtaining essential securities licenses, developing client relationships, and leveraging Bank of America's extensive resources to provide comprehensive financial advice. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 licenses
  • Client relationship cultivation
  • Consultative sales approach
  • SAFE Act registration compliance

Nice-to-have

  • Bachelor's degree in finance
  • One year financial services experience
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Obtain SIE within 30 days of hire
  • Obtain Series 7 and 66 within 120 days
  • High School Diploma or GED minimum
  • Pass SAFE Act background check
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter