Financial Solutions Advisor Registration Candidate- Central Dfw Market

Bank of America (GHR)

Lewisville, Texas, USA
Securities industry licenses
Client relationship management
Financial advice and solutions
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.
  • The company offers world-class training, one-on-one coaching, and opportunities to build a successful career with advancement potential 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

  • Securities Industry licenses
  • Client relationship management
  • Financial advice and solutions
  • Consultative approach with clients
  • Collaboration with partners

Nice-to-have

  • Executive presence
  • Strong communication skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • Aptitude in obtaining required industry licenses
  • Self-disciplined time management
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter