Bank of America

Financial Solutions Advisor, Registration

Bank of America

full-time

Posted on:

Location Type: Office

Location: Bradenton • Florida • United States

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About the role

  • Begin obtaining Securities Industry licenses with dedicated classes for SIE, Series 7, and Series 66 Exams.
  • Learn foundational skills to be an advisor, building and managing client relationships.
  • Work in a financial center to deliver banking and investment solutions.
  • Progress to Financial Solutions Advisor Stage II after demonstrating success in the initial role.

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.
  • Currently holds FINRA Securities Industry Essentials (SIE).
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Securities Industry licensesSeries 7Series 66financial solutionsbanking solutions
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
FINRA Securities Industry Essentials (SIE)