Obtain Securities Industry licenses including SIE, Series 7 and Series 66 Exams.
Acquire, build, and manage client relationships.
Guide clients with advice and solutions for their financial needs.
Work in a financial center delivering Bank of America’s core banking and investment solutions.
Participate in ongoing training and development to progress in the role.

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.

Financial Solutions Advisor – Registration Candidate

Key skills