Financial Solutions Advisor - Registration Candidate - Scottsdale Area

Bank of America (GHR)

Phoenix, United States
Client relationship management
Financial advice and solutions
Consultative approach with clients
As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams

Job Summary

  • As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
  • We will equip you with everything you need as you move through the stages of development.

Matching Summary

As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial advice and solutions
  • Consultative approach with clients
  • Collaboration with partners
  • Results-driven mindset

Nice-to-have

  • Spanish speaking skills
  • Executive presence
  • Client experience branding
  • Building strong peer relationships

Key Requirements

  • Obtain SIE within 30 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration requirements
  • High School Diploma / GED / Secondary School or equivalent
  • Aptitude in obtaining required industry licenses

Work Rights

Not specified

Tailored Resume

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