Financial Solutions Advisor Registration Candidate - Shelby Township, Mi

Bank of America

Shelby Township, Michigan, USA
On-site
Obtain securities industry licenses
Client relationship management
Consultative approach with clients
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Shelby Township location, focusing on developing financial advisors through training and licensing programs. The role emphasizes relationship-building with clients and guiding them through their financial needs while adhering to compliance requirements

Job Summary

  • The role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training and study time.
  • Upon licensing, you will learn foundational skills to acquire, build, and manage client relationships, guiding them with advice and solutions.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

Match Score: 75

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Shelby Township location, focusing on developing financial advisors through training and licensing programs. The role emphasizes relationship-building with clients and guiding them through their financial needs while adhering to compliance requirements.

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management
  • Consultative approach with clients
  • Financial advice and solutions
  • In-office attendance required

Nice-to-have

  • Existing FINRA Securities Industry Essentials (SIE)
  • Strong peer relationships
  • Results-driven mindset
  • Executive presence

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology
  • High School Diploma / GED / Secondary School or equivalent
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

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