Financial Solutions Advisor Registration Candidate - Nashville Market

Bank of America

Nashville, Tennessee, United States
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 industry licenses including SIE, Series 7, and Series 66 through dedicated training programs

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will build and manage client relationships while providing comprehensive financial advice and investment solutions.
  • Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities for career advancement.

Matching Summary

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

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 high net worth clients
  • Self-disciplined time and capacity management
  • Existing FINRA Securities Industry Essentials license

Key Requirements

  • SIE license within 30 days of hire
  • Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • One year financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter