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Financial Solutions Advisor – Registration Candidate
Bank of AmericaFinancial Solutions Advisor at Bank of America helping clients navigate their financial journeys. Responsible for securing licenses and building client relationships within a supportive environment.
About the role
Key responsibilities & impact- Obtain Securities Industry licenses including SIE, Series 7, and Series 66
- Build and manage client relationships
- Guide clients with advice and solutions to help them live their best financial lives
- Deliver Bank of America’s core banking, investment solutions, and client care
- Participate in training and development programs
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- Health insurance
- 401(k) matching
- Paid time off
- Professional development programs
- Flexible work arrangements
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
SIE LicenseSeries 7 LicenseSeries 66 LicenseFinancial SolutionsInvestment Solutions
Soft Skills
Self-DisciplineCollaborationAdaptability
Certifications
SIESeries 7Series 66