• Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams.
• Build and manage client relationships, providing advice and solutions.
• Help deliver Bank of America’s core banking and investment solutions.
• Collaborate with core banking and investment partners.

Requirements

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

🔍 ATS Optimization Keywords
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Hard Skills

Securities Industry licenses
SIE Exam
Series 7 Exam
Series 66 Exam

Soft Skills

client relationship management
effective communication
collaboration
self-discipline
time management
results-driven mindset
adaptability

Certifications & Qualifications

SIE
Series 7
Series 66

Financial Solutions Advisor

VP Financial Advisor