Financial Solutions Advisor Registration Candidate - South Atlanta Market

Bank of America

South Atlanta Market, Georgia, United States
In-office, with flexibility based on role-specific considerations.
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the South Atlanta Market, focusing on helping clients navigate their financial needs while obtaining necessary securities licenses. The role emphasizes in-office attendance and offers extensive training and career advancement opportunities

Job Summary

  • This role offers a structured journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training.
  • The position involves guiding clients with comprehensive advice on complex financial pictures while humanizing financial interactions at a Bank of America financial center.
  • Successful candidates will progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for the South Atlanta Market, focusing on helping clients navigate their financial needs while obtaining necessary securities licenses. The role emphasizes in-office attendance and offers extensive training and career advancement opportunities.

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
  • Collaborate with core banking and investment partners

Nice-to-have

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • Bachelor's degree or one year financial services experience
  • Strong peer relationship building skills
  • Results-driven mindset prioritizing client interests
  • Adaptable to new technology and applications

Key Requirements

  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 and 66 within 120 days
  • Subject to SAFE Act registration requirements
  • Aptitude for obtaining required industry licenses
  • Self-disciplined time and capacity management

Work Rights

Not specified

Tailored Resume

Cover Letter