Financial Solutions Advisor Registration Candidate - Pinnacle Park Financial Center
Bank of America
Not specified; not specified; not specified
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Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration compliance
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Pinnacle Park Financial Center. This role involves obtaining necessary financial licenses and providing comprehensive financial advice to clients, with opportunities for growth within the company.
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Job Summary
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.
Employees will guide clients with comprehensive financial advice and solutions while humanizing financial interactions.
Successful candidates progress from Stage I to Stage II roles, eventually advancing to various positions within Bank of America and Merrill.
Matching Summary
Match Score: 75
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Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Pinnacle Park Financial Center. This role involves obtaining necessary financial licenses and providing comprehensive financial advice to clients, with opportunities for growth within the company.
**
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain SIE license within 30 days
Obtain Series 7 and 66 licenses within 120 days
SAFE Act registration compliance
Client relationship cultivation
Consultative financial advising approach
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services experience
Strong peer collaboration skills
Results-driven mindset
Adaptability to new technology
Key Requirements
High School Diploma or GED required
Must obtain SIE within 30 days of hire
Must obtain Series 7 & 66 within 120 days
SAFE Act background check and registration required