Financial Solutions Advisor Registration Candidate- Village Crossing
Bank of America
Village Crossing, 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
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 build and manage client relationships while providing comprehensive financial advice and investment solutions at a Bank of America financial center.
Successful candidates progress from Financial Solutions Advisor Stage I to Stage II, with opportunities to advance into various roles 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
SAFE Act registration and background check
Consultative approach to client needs
Manage complex financial portfolios
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services experience
Strong peer collaboration skills
Results-driven mindset in fast-paced environment
Ability to leverage extensive customer network
Key Requirements
High School Diploma or GED required
Must obtain SIE license within 30 days of hire
Must obtain Series 7 and 66 licenses within 120 days
Mandatory SAFE Act registration and background check