Financial Solutions Advisor - Registration Candidate - Phoenix Area
Bank of America (GHR)
Hybrid (in-office culture with flexibility based on role-specific considerations)
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
Bank of America is seeking a Financial Solutions Advisor for the Phoenix Area, aimed at candidates interested in pursuing a career in financial services with a commitment to client relationship management. The role involves obtaining necessary securities licenses and developing skills to provide tailored financial advice to clients while promoting a positive workplace culture
Job Summary
This role offers a structured journey to obtain Securities Industry Essentials, Series 7, and Series 66 licenses with dedicated training.
The position involves guiding clients through complex financial pictures to help them achieve their life priorities while humanizing interactions.
Employees will work in an in-office culture at Bank of America financial centers with opportunities to advance into Stage II roles.
Matching Summary
Match Score: 75
Bank of America is seeking a Financial Solutions Advisor for the Phoenix Area, aimed at candidates interested in pursuing a career in financial services with a commitment to client relationship management. The role involves obtaining necessary securities licenses and developing skills to provide tailored financial advice to clients while promoting a positive workplace culture.