Financial Solutions Advisor Registration Candidate - Chestnut Hill
Bank of America
Chestnut Hill, , US
Obtaining securities industry licenses
Managing client relationships
Consultative client needs assessment
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact
Job Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses and develop foundational advisory skills to help clients achieve their financial goals.
The Academy supports career growth with dedicated programs, tools, and resources throughout your journey.
Matching Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Managing client relationships
Consultative client needs assessment
Time and capacity management
Collaboration with banking and investment partners
Delivering client presentations and reviews
Nice-to-have
Results-driven mindset
Effective peer communication
Adaptability to new technology
Building business knowledge
Networking with diverse clients
Key Requirements
Securities Industry Essentials (SIE) license within 30 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check
Bachelor's degree or one year financial services experience