Financial Solutions Advisor Registration Candidate - Margate

Bank of America (GHR)

Margate City, NJ, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain securities industry licenses
Client relationship management skills
Consultative approach with clients
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders

Job Summary

  • Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
  • As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills to acquire, build, and manage client relationships.
  • This role offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact and contributing to the sustainable growth of the business.

Matching Summary

Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.

Salary

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

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management skills
  • Consultative approach with clients
  • Effective communication and collaboration
  • Results-driven mindset

Nice-to-have

  • Executive presence
  • Risk management aptitude
  • Adaptability to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience cultivating client relationships
  • Success creating strong peer relationships
  • Demonstrates a results-driven mindset
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology or applications
  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor’s degree and/or minimum of one year financial services/sales experience

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter