Financial Solutions Advisor - Registration Candidate - Scottsdale Area
Bank of America
Scottsdale, AZ, US
Obtaining securities industry licenses
Client relationship management
Consultative financial advising
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact
Job Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses and learn foundational advisory skills to help clients achieve their financial goals.
The position includes world-class training, one-on-one coaching, and career advancement opportunities within Bank of America and Merrill.
Matching Summary
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Client relationship management
Consultative financial advising
Time and capacity self-management
Multi-tasking in fast-paced environment
Collaborating with banking and investment partners
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Spanish speaking
Key Requirements
Securities Industry Essentials (SIE) license within 30 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check
High School Diploma or equivalent
Minimum one year financial services or sales experience preferred