Financial Solutions Advisor Registration Candidate - Greater St. Louis Market
Bank of America
Greater St. Louis Market, US
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
This role offers a structured journey to obtain essential securities licenses including SIE, Series 7, and Series 66 through dedicated training programs
Job Summary
This role offers a structured journey to obtain essential securities licenses including SIE, Series 7, and Series 66 through dedicated training programs.
The position involves building and managing client relationships while providing comprehensive financial advice and investment solutions at Bank of America financial centers.
Successful candidates will 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 essential securities licenses including SIE, Series 7, and Series 66 through dedicated training programs.
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
SAFE Act registration and background check
Client relationship cultivation skills
Consultative sales approach execution
Nice-to-have
Existing FINRA Securities Industry Essentials license