Financial Solutions Advisor - Registration Candidate - Central Houston Area

Bank of America

Houston, Texas, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Cultivate client relationships and recommend solutions
The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs

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 advice and solutions to help them live their best financial lives while humanizing financial interactions.
  • Successful candidates will progress from Stage I to Stage II roles, eventually advancing into various positions within Bank of America and Merrill.

Matching Summary

The role involves obtaining Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training programs.

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
  • cultivate client relationships and recommend solutions

Nice-to-have

  • Spanish speaking skills
  • Bachelor's degree in finance
  • one year financial services experience
  • strong peer collaboration skills
  • results-driven mindset

Key Requirements

  • High School Diploma or GED
  • Must obtain SIE within 30 days
  • Must obtain Series 7 and 66 within 120 days
  • SAFE Act registration compliance
  • Self-disciplined time management

Work Rights

Not specified

Tailored Resume

Cover Letter