Financial Solutions Advisor Registration Candidate - Central Broward Market

Bank of America

Broward County, Florida, USA
**
Obtain securities industry licenses
Client relationship management
Consultative approach with clients
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Central Broward Market. This entry-level position involves obtaining necessary securities licenses and developing foundational skills in client relationship management, ultimately preparing candidates for advancement within the company. **

Job Summary

  • This role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills to acquire, build, and manage client relationships.
  • You will work in a financial center to deliver core banking and investment solutions, guide clients with advice, and collaborate with banking and investment partners.
  • Bank of America offers world-class training, one-on-one coaching, and dedicated programs to support your career journey and success.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the Central Broward Market. This entry-level position involves obtaining necessary securities licenses and developing foundational skills in client relationship management, ultimately preparing candidates for advancement within the company. **

Skills & Requirements

Must-have

  • Obtain Securities Industry Licenses
  • Client Relationship Management
  • Consultative Approach with Clients
  • Risk Management
  • Results-Driven Mindset

Nice-to-have

  • Strong Peer Relationships
  • Executive Presence
  • Business Acumen
  • Client Experience Branding

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree and/or minimum of one year financial services or sales experience
  • Subject to SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

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