Financial Solutions Advisor – Registration Candidate
Bank of America
Financial Solutions Advisor – Registration Candidate
Bank of America
full-time
Posted on:
Location Type: Office
Location: Tucson • Arizona • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Obtaining your Securities Industry licenses
- Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
- Taught the foundational skills needed to be an advisor
- Help deliver Bank of America’s core banking, investment solutions, and approach to client care
- Equip you with everything you need as you move through the stages of development
- Build and deepen relationships within a portfolio of clients
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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Bi-lingual Spanish speaking
Benefits
- world-class training and on-boarding programs that set you up for success
- training and one-on-one coaching from Academy managers who are invested in your success
- grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
- earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) via structured lessons and dedicated study time
- build your network by interacting with banking customers, small business owners, and higher net worth clients alike
- leverage relationships with one out of two households in the U.S. to help eventually grow your business
- provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities
- collaborate with core banking and investment partners
- connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry Essentials (SIE)Series 7Series 66
Soft skills
self-disciplineclient relationship cultivationeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses
