Financial Solutions Advisor Registration Candidate - Serramonte Plaza Financial Center
Bank of Americaa day ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Serramonte Plaza Financial Center in Daly City, CA. The role involves obtaining Securities Industry licenses and developing foundational skills to manage client relationships and provide financial advice.
About the Role
As a Financial Solutions Advisor Stage I (FSA I), you will start by obtaining your Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. You will learn to build and manage client relationships, assess clients' financial needs, and provide tailored advice. After demonstrating success, you will progress to Financial Solutions Advisor Stage II, where you will deepen client relationships and advance within the company.
About You
Required:
- Aptitude in obtaining required industry licenses.
- Self-disciplined in managing time and capacity.
- Experience in cultivating client relationships and recommending solutions.
- Strong communication and collaboration skills.
- Results-driven mindset in a fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Adaptability to new technology or applications.
Preferred:
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience.
Benefits
- World-class training and onboarding programs.
- One-on-one coaching from Academy managers.
- Opportunities to grow business knowledge and client relationships.
- Support for obtaining necessary industry licenses.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Daly City, CA