Financial Solutions Advisor Registration Candidate- Village Crossing
Bank of America
Andover, Massachusetts, USA
Obtain securities industry licenses
Client relationship management
Consultative approach with clients
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
We will equip you with everything you need as you move through the stages of development, with dedicated programs, tools, and resources throughout your career journey.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Obtain Securities Industry licenses
Client relationship management
Consultative approach with clients
Deliver client reviews and presentations
Collaborate with banking and investment partners
Nice-to-have
Humanizing financial interactions
Results-driven mindset
Learning and adapting to new technology
Building strong peer relationships
Key Requirements
Aptitude in obtaining required industry licenses
Self-disciplined in managing time and capacity
Experience cultivating client relationships
Success creating strong peer relationships
Demonstrates results-driven mindset
Executes multiple tasks simultaneously
Learns and adapts to new technology
High School Diploma / GED / Secondary School or equivalent