Financial Solutions Advisor Registration Candidate -skokie And Emerson, Il

Bank of America

Skokie, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain securities industry licenses
Client relationship management
Consultative approach with clients
** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Skokie, IL location, aiming to help individuals enhance their financial lives through personalized client relationships. The role emphasizes obtaining necessary securities licenses and developing foundational advisory skills while working in an inclusive, supportive culture. **

Job Summary

  • As a Financial Solutions Advisor Stage I (FSA 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 provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Skokie, IL location, aiming to help individuals enhance their financial lives through personalized client relationships. The role emphasizes obtaining necessary securities licenses and developing foundational advisory skills while working in an inclusive, supportive culture. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management
  • Consultative approach with clients
  • Deliver comprehensive advice
  • Collaborate with partners

Nice-to-have

  • Building client portfolios
  • Humanizing financial interactions
  • Leveraging existing relationships

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Must be 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
  • Must obtain SIE within 30 days
  • Must obtain Series 7 & 66 within 120 Days

Work Rights

Not specified

Tailored Resume

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