Financial Solutions Advisor Registration Candidate - Central Dfw Market

Bank of America (GHR)

Dallas, Texas, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
This role offers a structured career path starting with comprehensive training on Securities Industry Essentials, Series 7, and Series 66 exams

Job Summary

  • This role offers a structured career path starting with comprehensive training on Securities Industry Essentials, Series 7, and Series 66 exams.
  • The position involves building and managing client relationships while providing end-to-end financial advice and investment solutions.
  • Successful candidates will progress from Stage I to Stage II roles with opportunities to advance within Bank of America and Merrill.

Matching Summary

This role offers a structured career path starting with comprehensive training on Securities Industry Essentials, Series 7, and Series 66 exams.

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
  • SAFE Act registration and background check

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Strong consultative sales approach
  • Ability to manage complex client portfolios

Key Requirements

  • High School Diploma or GED required
  • Must obtain SIE, Series 7, and 66 licenses within specified timelines
  • Must pass SAFE Act background check and maintain registration

Work Rights

Not specified

Tailored Resume

Cover Letter