Financial Solutions Advisor Registration Candidate - Alpharetta Market

Bank of America

Alpharetta, Georgia, United States
Not specified; not specified; not specified
Hybrid (in-office attendance 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 is seeking a Financial Solutions Advisor Registration Candidate for its Alpharetta market, where the successful applicant will undergo training to obtain necessary securities licenses and develop client relationship management skills. The role emphasizes a commitment to providing comprehensive financial advice and solutions while fostering an inclusive workplace culture

Job Summary

  • This role offers a structured career path starting with dedicated training to obtain necessary securities licenses before progressing to managing client portfolios.
  • The position involves delivering comprehensive financial advice, building relationships with diverse clients including small business owners and high net worth individuals.
  • Bank of America provides world-class training, onboarding programs, and ongoing coaching to support success in this client-facing financial advisor role.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Alpharetta market, where the successful applicant will undergo training to obtain necessary securities licenses and develop client relationship management skills. The role emphasizes a commitment to providing comprehensive financial advice and solutions while fostering an inclusive workplace culture.

Salary

Not specified; Not specified; Not specified

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

  • Current FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree or one year financial services experience
  • Strong peer collaboration and communication skills
  • Results-driven mindset prioritizing client interests
  • Adaptability to new technology and applications

Key Requirements

  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act registration requirements
  • Pass required SAFE Act background check
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter