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Financial Solutions Advisor Registration Candidate - Consumer Investments - Central Del Ray Financial Center

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5 days ago
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⏰ Full Time
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🟒 Entry level (0 - 1Years)
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✍️ Full Description
Job Description: Financial Solutions Advisor Stage I - Registration Candidate at Bank of America. The role involves acquiring necessary registrations and training to become a Financial Solutions Advisor. Responsibilities include providing comprehensive advice, conducting client reviews, and engaging with customers. The position requires Series 7 & 66 registration within 120 days.

Requirements

  • Demonstrates willingness to complete required industry licensing
  • Displays confidence working in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Benefits

  • Competitive salary
  • Benefits package
  • Opportunities for growth and development
  • Diverse and inclusive work environment
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