Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market
Bank of America
South Broward / North Dade, US
Not specified; not specified; not specified
Aptitude for obtaining industry licenses
Self-disciplined time management
Client relationship cultivation skills
The role involves a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training
Job Summary
The role involves a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
Employees will guide clients through complex financial pictures to help them achieve their life priorities while humanizing financial interactions.
Success in this position leads to progression into Financial Solutions Advisor Stage II with opportunities to advance within Bank of America and Merrill.
Matching Summary
The role involves a structured journey to obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated training.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Aptitude for obtaining industry licenses
Self-disciplined time management
Client relationship cultivation skills
Nice-to-have
Strong peer collaboration abilities
Results-driven mindset in fast pace
Experience with complex financial needs
Key Requirements
Obtain SIE license within 30 days of hire
Obtain Series 7 and Series 66 licenses within 120 days
Must pass SAFE Act background check and registration