Financial Solutions Advisor Registration Candidate - Dayton Mall Financial Center
Bank of America
Miamisburg, USA
Client relationship management
Financial needs assessment
Solution recommendation
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’ll help you build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
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
Client relationship management
Financial needs assessment
Solution recommendation
Consultative approach
Collaboration with partners
Nice-to-have
Client experience branding
Executive presence
Risk management
Results-driven mindset
Adaptability to new technology
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration required
Aptitude in obtaining required industry licenses
Minimum of one year financial services or sales experience