Financial Solutions Advisor, Registration Candidate
Posted 11 days ago
jobtailorSan Antonio (TX)
Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
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
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