Financial Solutions Advisor - Registration Candidate - Scottsdale Area

Bank of America

Scottsdale, Arizona, United States
In-office with flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time and capacity management
Bank of America seeks a Financial Solutions Advisor (Registration Candidate) for its Scottsdale, Arizona location, providing a structured training program to obtain necessary securities licenses and develop skills in client relationship management. The role emphasizes personal growth, a commitment to responsible financial practices, and a supportive workplace culture

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training.
  • The position involves building and managing client relationships while providing comprehensive financial advice and investment solutions to help clients achieve their goals.
  • 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: 85

Bank of America seeks a Financial Solutions Advisor (Registration Candidate) for its Scottsdale, Arizona location, providing a structured training program to obtain necessary securities licenses and develop skills in client relationship management. The role emphasizes personal growth, a commitment to responsible financial practices, and a supportive workplace culture.

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time and capacity management
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment

Nice-to-have

  • Strong peer collaboration and communication skills
  • Results-driven mindset prioritizing client interests
  • Adaptable to new technology and applications
  • Spanish speaking capability
  • Existing FINRA Securities Industry Essentials (SIE) certification

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Subject to SAFE Act registration requirements
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter