Financial Solutions Advisor: Build Clients' Futures

Bank of America; Santa Fe Capital; Hybrid; ARS 83,301,000 - 128,737,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and train in core banking and investment solutions. You will learn to acquire, build and manage client relationships while delivering personalized financial advice in a collaborative environment.

Upon licensure, you will progress toward more advanced advisory roles within Bank of America and Merrill, supported by the Academy’s programs and resources throughout your career.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying client needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Build and manage client relationships and provide comprehensive financial solutions.
• Deliver client reviews/presentations and guide clients toward financial goals.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client relationship management

Sales & advisory skills

Financial knowledge

Time management

Communication

Education

High School Diploma or GED

Bachelor’s degree (preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and train in core banking and investment solutions. You will learn to acquire, build and manage client relationships while delivering personalized financial advice in a collaborative environment.

Upon licensure, you will progress toward more advanced advisory roles within Bank of America and Merrill, supported by the Academy’s programs and resources throughout your career.