Financial Solutions Advisor Registration Candidate - Garden City

Bank of America

Garden City, US
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Garden City, where the successful applicant will receive training and obtain necessary securities licenses to provide financial advice and solutions to clients. The role emphasizes relationship building, client care, and a commitment to personal and professional growth within a supportive organizational culture

Job Summary

  • The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • Successful candidates progress from Stage I to Stage II roles, with opportunities to advance into various positions within Bank of America and Merrill.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Garden City, where the successful applicant will receive training and obtain necessary securities licenses to provide financial advice and solutions to clients. The role emphasizes relationship building, client care, and a commitment to personal and professional growth within a supportive organizational 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
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment
  • Collaborate with core banking and investment partners

Nice-to-have

  • Self-disciplined time management skills
  • Strong peer relationship building abilities
  • Results-driven mindset prioritizing client interests
  • Experience with consultative sales approaches
  • Ability to leverage large household network

Key Requirements

  • High School Diploma or GED required
  • 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
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

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