Manage client relationships and financial portfolios
This role offers a comprehensive journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses
Job Summary
This role offers a comprehensive journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
Candidates will learn foundational skills to guide clients through complex financial pictures while humanizing financial interactions at Bank of America.
The position includes opportunities to advance from Stage I to Stage II roles and eventually into various positions within Bank of America and Merrill.
Matching Summary
This role offers a comprehensive journey starting with dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
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
Manage client relationships and financial portfolios
Demonstrate aptitude for industry licensing exams
Execute tasks in fast-paced banking environment
Nice-to-have
Experience cultivating client relationships
Bachelor's degree in relevant field
One year of financial services experience
Current holder of FINRA Securities Industry Essentials
Strong peer collaboration and communication skills
Key Requirements
High School Diploma or GED required
Must pass SAFE Act background check and registration
Must obtain SIE license within 30 days of hire
Must obtain Series 7 and 66 licenses within 120 days