Financial Solutions Advisor - Registration Candidate - West Valley Phoenix Area

Bank of America

Phoenix, Arizona, United States
Not specified; not specified; not specified
Securities industry essentials sie license
Series 7 and series 66 licenses
Client relationship cultivation skills
This role offers a comprehensive training journey to obtain necessary securities licenses including SIE, Series 7, and Series 66

Job Summary

  • This role offers a comprehensive training journey to obtain necessary securities licenses including SIE, Series 7, and Series 66.
  • The position involves guiding clients through complex financial pictures to help them achieve their life priorities and best financial lives.
  • Employees will work within an inclusive culture committed to responsible growth and delivering for communities and shareholders.

Matching Summary

This role offers a comprehensive training journey to obtain necessary securities licenses including SIE, Series 7, and Series 66.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 licenses
  • Client relationship cultivation skills
  • Consultative financial advice delivery
  • Self-disciplined time management

Nice-to-have

  • Spanish speaking capability
  • Bachelor's degree in finance
  • Existing FINRA Securities Industry Essentials
  • One year financial services experience
  • Strong peer collaboration skills

Key Requirements

  • Obtain SIE within 30 days of hire
  • Obtain Series 7 and 66 within 120 days
  • High School Diploma or GED required
  • SAFE Act registration compliance
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter