Financial Solutions Advisor Registration Candidate - Commons at Southtowne Financial Center
3 days ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor Registration Candidate to join their team at the Commons at Southtowne Financial Center in Sandy, UT. The role involves obtaining Securities Industry licenses and developing foundational skills to provide financial advice and solutions to clients.
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 achieving key milestones, you will work in a financial center, delivering core banking and investment solutions. Successful candidates may progress to Financial Solutions Advisor Stage II, with opportunities for further advancement within Bank of America and Merrill.
About You
Required:
- Aptitude in obtaining required industry licenses.
- Self-discipline in managing time and capacity.
- Experience in cultivating client relationships and recommending solutions.
- Strong communication and collaboration skills.
- Results-driven mindset prioritizing client interests in a fast-paced environment.
- Ability to execute multiple tasks simultaneously.
- Adaptability to new technology or applications.
Preferred:
- 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.
- Structured lessons and dedicated study time for licensing.
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.
Sandy, UT