FP&A Analyst
Qurate Retail Group
Financial Solutions Advisor – Registration Candidate
Bank of America
full-time
Posted on:
Location Type: Office
Location: West Chester • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses (SIE, Series 7, Series 66)
- Acquire foundational advisor skills
- Work in a financial center delivering core banking and investment solutions
- Support clients with financial advice and solutions
- Collaborate with banking and investment partners
Requirements
- Aptitude in obtaining required industry licenses
- Self-disciplined in managing time and capacity
- Experience in cultivating client relationships
- Strong peer relationships through communication and collaboration
- Results-driven mindset in a fast-paced environment
- Ability to execute multiple tasks simultaneously
Benefits
- World-class training and on-boarding programs
- One-on-one coaching from Academy managers
- Security Industry Essentials (SIE) training
- Earn Series 7 and Series 66 licenses
- Build your network by interacting with diverse clients
- Comprehensive advice to clients
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
self-disciplineclient relationship cultivationcommunicationcollaborationresults-driven mindsettime managementcapacity managementmultitasking
Certifications
SIESeries 7Series 66
