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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses including SIE, Series 7, and Series 66 .
About the role
Key responsibilities & impact- Obtain Securities Industry licenses including SIE, Series 7, and Series 66
- Develop foundational skills to be an advisor
- Build and manage client relationships
- Provide advice and solutions to clients
- Collaborate with core banking and investment partners
Requirements
What you’ll need- 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
Benefits
Comp & perks- inclusive workplace
- opportunities to learn and grow
- professional development
- competitive benefits to support physical, emotional, and financial well-being
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SIESeries 7Series 66
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses