Financial Solutions Advisor Registration Candidate- Santa Fe Main
Bank of America
Santa Fe, USA
Securities industry licenses
Client relationship management
Financial advice and solutions
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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.
We will equip you with everything you need as you move through the stages of development.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Securities Industry licenses
Client relationship management
Financial advice and solutions
Consultative approach with clients
Collaboration with partners
Nice-to-have
Bilingual Mandarin
Inclusive workplace
Results-driven mindset
Humanizing financial interactions
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent