Financial Solutions Advisor - Registration Candidate - Northeast Houston Area
Bank of America
Spring, USA
Client relationship management
Financial advice and solutions
Consultative approach with clients
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
We’ll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client relationship management
Financial advice and solutions
Consultative approach with clients
Collaboration with partners
Results-driven mindset
Nice-to-have
Spanish speaking skills
Executive presence
Building strong peer relationships
Humanizing financial interactions
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent
FINRA Securities Industry Essentials (SIE) license