Licensed Financial Solutions Advisor I SIE/Series 7 Prep

Bank of America; Gainesville (FL); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Training programs

One-on-one coaching

Consultative selling approach

Licenses prep program

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start with licensing in securities, including SIE, Series 7 and Series 66 exams. You’ll learn to build and manage client relationships, provide solutions, and grow with a defined Academy program within an in-office culture emphasizing collaboration and development.

Upon licensing, you’ll work in a financial center delivering core banking and investment solutions, advancing toward Stage II and broader opportunities within Bank of

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing

Skills

Licensing pursuit

Time management

Client relationship

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start with licensing in securities, including SIE, Series 7 and Series 66 exams. You’ll learn to build and manage client relationships, provide solutions, and grow with a defined Academy program within an in-office culture emphasizing collaboration and development.

Upon licensing, you’ll work in a financial center delivering core banking and investment solutions, advancing toward Stage II and broader opportunities within Bank of