Financial Solutions Advisor Registration Candidate - South Palm Beach / North Broward Market

Bank of America

South Palm Beach, Florida, United States
Not specified; not specified; not specified
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Self-disciplined time management
The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 through dedicated training programs.
  • Employees will build and manage client relationships while providing comprehensive financial advice and investment solutions to diverse clients.
  • Success in this position requires a results-driven mindset and the ability to collaborate effectively with core banking and investment partners.

Matching Summary

The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 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
  • Self-disciplined time management
  • Cultivate client relationships
  • Collaborate with banking partners

Nice-to-have

  • Current FINRA Securities Industry Essentials holder
  • Bachelor's degree in finance or related field
  • One year financial services sales experience
  • Strong peer relationship building skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • SIE license obtained within 30 days of hire
  • Series 7 and 66 licenses obtained within 120 days
  • SAFE Act registration and background check
  • Aptitude for obtaining industry licenses
  • Experience cultivating client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter