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.
You will receive dedicated and personalized classes for Securities Industry Essentials, Series 7, and Series 66 Exams and be equipped with foundational advisor skills.
The role includes comprehensive client advice, collaboration with core banking and investment partners, and support through dedicated programs and resources.
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 cultivation
Time and capacity management
Results-driven mindset
Multi-tasking in fast-paced environment
Use of consultative approach
Collaboration with banking and investment partners
Nice-to-have
Effective communication and collaboration
Adaptability to new technology
Building strong peer relationships
Emotional and financial wellness support
Inclusive workplace commitment
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
Bachelor's degree or minimum one year financial services or sales experience
Experience in financial services industry or sales