Financial Solutions Advisor Registration Candidate - 17th & Church

Bank of America

Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Manage client relationships and financial portfolios
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 progress from Stage I to Stage II roles with opportunities to advance 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
  • Manage client relationships and financial portfolios
  • Deliver comprehensive financial advice to clients
  • Collaborate with banking and investment partners

Nice-to-have

  • Self-disciplined time management skills
  • Experience in cultivating client relationships
  • Strong peer collaboration and communication
  • Results-driven mindset in fast-paced environment
  • Ability to learn new technology applications

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE license within 30 days
  • Must obtain Series 7 and 66 licenses within 120 days
  • Subject to SAFE Act registration requirements
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

Tailored Resume

Cover Letter