Financial Solutions Advisor Registration Candidate - Mesquite

Bank of America

Mesquite, Texas, USA
On-site
Obtain sie within 30 days
Obtain series 7 & 66 within 120 days
Safe act registration required
Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Mesquite, Texas. This role involves obtaining necessary securities licenses and developing skills to advise clients on their financial needs while promoting an inclusive company culture

Job Summary

  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance.
  • As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
  • This position is subject to SAFE Act registration requirements.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Mesquite, Texas. This role involves obtaining necessary securities licenses and developing skills to advise clients on their financial needs while promoting an inclusive company culture.

Skills & Requirements

Must-have

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration required
  • Client relationship management
  • Consultative approach with clients

Nice-to-have

  • Strong peer relationships
  • Results-driven mindset
  • Adapt to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time
  • Experience cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology

Work Rights

Not specified

Tailored Resume

Cover Letter