Financial Solutions Advisor Registration Candidate - Ne Georgia Market

Bank of America

Georgia, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will guide clients with advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • Successful candidates may advance to Financial Solutions Advisor Stage II and other roles within Bank of America and Merrill.

Matching Summary

The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Cultivate client relationships and recommend solutions
  • Execute multiple tasks in fast-paced environment
  • Adapt to new technology and applications

Nice-to-have

  • Strong peer collaboration and communication skills
  • Results-driven mindset prioritizing client interests
  • Experience with higher net worth clients
  • Self-disciplined time and capacity management
  • Existing FINRA Securities Industry Essentials (SIE)

Key Requirements

  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Subject to SAFE Act registration requirements
  • Bachelor's degree preferred
  • One year financial services or sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter