Financial Solutions Advisor Registration Candidate - Lake Oswego

Bank of America

Lake Oswego, OR, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training

Job Summary

  • This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
  • Candidates will learn foundational skills to build client relationships, manage complex financial pictures, and provide comprehensive advice at a Bank of America financial center.
  • Successful candidates progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill.

Matching Summary

This role offers a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.

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 management
  • Client relationship cultivation skills
  • Results-driven mindset in fast-paced environment

Nice-to-have

  • Bachelor's degree preferred
  • One year financial services experience
  • Strong peer collaboration abilities
  • Adaptability to new technology
  • Consultative approach to client needs

Key Requirements

  • High School Diploma or GED required
  • Must pass SAFE Act background check
  • Must maintain SAFE Act registration
  • Aptitude for obtaining industry licenses
  • Monday-Friday schedule with some Saturdays

Work Rights

Not specified

Tailored Resume

Cover Letter