Financial Solutions Advisor, Registration Candidate

Jobtailor; San Antonio (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin your licensing journey for Securities Industry Essentials (SIE) and Series 7/66 exams. You will receive dedicated classes and hands-on coaching to support clients with core banking and investment solutions, delivering trusted financial guidance.

You’ll build and manage client relationships, guide them with advice and solutions, demonstrate integrity in a fast-paced environment, and progress to Stage II to broaden your

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience 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.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training.
• Deliver core banking and investment solutions with a client-care approach.
• Build and manage client relationships and provide advice and solutions.
• Progress to Financial Solutions Advisor Stage II and develop skills.

Skills

Licensing aptitude

Time management

Client relationships

Communication

Results-driven

Multitasking

Tech adaptability

Education

Securities Industry Essentials (SIE)

Series 7 License

Series 66 License

Job description

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.


• Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.


• Help to deliver Bank of America’s core banking, investment solutions and approach to client care.


• Build and manage client relationships and guide them with advice and solutions to help them live their best financial lives.


• Progress into the next role, Financial Solutions Advisor Stage II, to continue practicing the skills you’ve learned.

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.

Core Competencies

Demonstrates strong client relationship management and effective communication skills while obtaining necessary Securities Industry licenses. Adapts to new technologies and executes tasks efficiently in a fast-paced environment.

Highest-signal resume keywords

• Securities Industry Essentials (SIE)


• Series 7 License


• Series 66 License


• Client Relationship Management


• Effective Communication

ATS Optimization Keywords

Soft Skills

• Self-Discipline


• Results-Driven Mindset


• Collaboration


• Time Management


• Adaptability

Certifications & Qualifications

• Securities Industry Essentials (SIE)


• Series 7 License


• Series 66 License

Industry Keywords

• Financial Solutions


• Investment Solutions


• Client Care


• Banking


• Financial Advice