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Licensing Finance Jobs

2 jobs found

1mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Palatine, IL

Palatine, IL

1mo ago Closed

$28 - $33/hr Full time Advisor Banking Client Advisor

This position is no longer accepting applications (closed Jul 22, 2026).

Job Description

Financial Solutions Advisor Stage I at Bank of America in Palatine, IL, focuses on obtaining securities licenses (SIE, Series 7, Series 66) and delivering banking and investment solutions to clients, with progression to Stage II via Academy programs; position is subject to SAFE Act registration.

Responsibilities

Develop and maintain client relationships while assessing complex financial situations and guiding them with tailored advice and solutions.
Present Bank of America core banking and investment products and deliver attentive client care within a financial center.
Provide end-to-end financial guidance, conduct client reviews and presentations, and propose strategies to help clients meet financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill.
Obtain required securities licenses through dedicated training; achieve SIE within 30 days and Series 7/66 within 120 days.
Expand a professional network by engaging banking customers, small business owners, and higher net worth clients to grow the business.
Register with the SAFE Act registry and complete the background check; maintain good standing to avoid termination.

Requirements

Aptitude for earning the required securities licenses.
Strong self-discipline and time management skills.
Experience in cultivating client relationships, assessing needs and proposing solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with the ability to prioritize clients’ interests in a complex, fast-paced environment.
Ability to manage multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.

Qualifications

Education: High School Diploma / GED / Secondary School or equivalent.

Benefits

Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
Receive training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted as alternatives) through structured lessons and dedicated study time; obtain SIE within 30 days and Series 7 & 66 within 120 days.
Build your network starting at a financial center with interactions with banking customers, small business owners, and higher net worth clients; leverage relationships to grow the business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients reach financial goals.
Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill to meet a wide range of financial needs.

Schedule & Location

Location: Palatine, IL onsite
Schedule: Monday – Friday with rotating Saturdays
Shift: 1st shift (United States of America)
Hours per week: 40
Note: Training occurs at a financial center; role may transition to a phone-based capacity before relocation to another center within permissible commuting distance, based on business needs and applicable law.

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1mo ago

Financial Solutions Advisor Registration Candidate

Bank of America Glen Ridge, NJ

Glen Ridge, NJ

1mo ago Closed

$28 - $33/hr Full time Advisor Advisor Development Banking

This position is no longer accepting applications (closed Jul 12, 2026).

Job Description

The Financial Solutions Advisor Registration Candidate position at Bank of America is based onsite in Glen Ridge, NJ, offering an hourly salary of USD 28 to 33. The role centers on earning securities licenses (SIE, Series 7, Series 66) while delivering client advisory services and progressing through structured training toward higher advisory responsibilities. A High School Diploma, GED, or equivalent is required.

Responsibilities

Participate in world-class training and onboarding programs designed to establish a solid foundation for a career at Bank of America.
Receive one-on-one coaching from Academy managers who are invested in your success.
Expand your business knowledge through a defined consultative approach to identify client needs and appropriate solutions.
Aim to earn the Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 and 65 accepted in lieu of 66) via structured lessons and dedicated study time; obtain SIE within 30 days of hire and Series 7 and 66 within 120 days as a role requirement.
Build a professional network at a financial center, engaging with banking customers, small business owners, and higher net worth clients to support business growth.
Deliver end-to-end advisory services, conduct client reviews and presentations with confidence, and recommend strategies to help clients reach their financial goals and life priorities.
Collaborate with core banking and investment partners to connect clients with solutions offered through Bank of America and Merrill to meet most of their financial needs.

Requirements

Aptitude for obtaining the required industry licenses.
Self-discipline in managing time and capacity.
Experience in cultivating client relationships, assessing needs, and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Results-driven mindset with a client-first focus in a complex, fast-paced environment.
Ability to manage multiple tasks simultaneously.
Willingness to learn and adapt to new technology or applications.

Benefits

Structured training and onboarding programs designed to build a successful career at Bank of America.
One-on-one coaching from Academy managers dedicated to your development.
Opportunity to grow knowledge through a defined consultative process to identify client needs and solutions.
Licensing progression including SIE, Series 7, and Series 66 (63 and 65 accepted in lieu of 66) with required timelines for completion.
Networking opportunities at a financial center with diverse client segments to support long-term growth.
Ability to provide end-to-end advice, conduct client reviews, and present strategies aligned with clients' goals.
Collaboration with core banking and investment partners to connect clients with comprehensive solutions from Bank of America and Merrill.

Schedule

Monday through Friday with rotating Saturdays.

Shift

First shift (United States of America).

Hours per Week

40 hours per week.

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Licensing Finance Jobs

Financial Solutions Advisor Registration Candidate

Financial Solutions Advisor Registration Candidate

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