Financial Solutions Advisor Registration Candidate- Suburban Philly

Bank of America (GHR)

Suburban Philly, Pennsylvania, United States
Not specified; not specified; not specified
**
Securities industry essentials sie license
Series 7 and series 66 licenses
Client relationship cultivation
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their suburban Philadelphia location. This entry-level position offers comprehensive training and a pathway to obtain industry licenses, focusing on building client relationships and providing financial advice. **

Job Summary

  • The role involves obtaining Securities Industry Essentials, Series 7, and Series 66 licenses through dedicated training programs.
  • Employees will guide clients with comprehensive advice to help them achieve their financial goals while humanizing financial interactions.
  • Success in this position typically leads to progression into Financial Solutions Advisor Stage II with opportunities to advance within Bank of America and Merrill.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their suburban Philadelphia location. This entry-level position offers comprehensive training and a pathway to obtain industry licenses, focusing on building client relationships and providing financial advice. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 licenses
  • Client relationship cultivation
  • Consultative financial advising approach
  • Self-disciplined time management

Nice-to-have

  • Bachelor's degree in relevant field
  • One year financial services experience
  • Strong peer collaboration skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • High School Diploma or GED required
  • SAFE Act registration compliance
  • Aptitude for industry licensing exams

Work Rights

Not specified

Tailored Resume

Cover Letter