Financial Solutions Advisor Registration Candidate - New Mexico Market
Bank of America (GHR)
El Paso, United States
Client relationship management
Financial needs assessment
Solution recommendation
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders
Job Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills to acquire, build, and manage client relationships, guiding them with advice and solutions.
The company offers world-class training, one-on-one coaching, and opportunities to build your network and advance your career within Bank of America and Merrill.
Matching Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
Skills & Requirements
Must-have
Client relationship management
Financial needs assessment
Solution recommendation
Collaboration and communication
Results-driven mindset
Nice-to-have
Client experience branding
Executive presence
Risk management
Adaptability to new technology
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration required
High School Diploma / GED / Secondary School or equivalent