Financial Solutions Advisor, Registration Candidate

• 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.

• 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.

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.

• Securities Industry Essentials (SIE)
• Series 7 License
• Series 66 License
• Client Relationship Management
• Effective Communication

• Self-Discipline
• Results-Driven Mindset
• Collaboration
• Time Management
• Adaptability

• Securities Industry Essentials (SIE)
• Series 7 License
• Series 66 License

• Financial Solutions
• Investment Solutions
• Client Care
• Banking
• Financial Advice