Financial Solutions Advisor I — Licensing & Client Growth

ghr; Oviedo; Presencial; EUR 40.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

World-class training

Licensing support (SIE, Series 7/66)

Coaching and development

Descripción de la vacante

Bank of America offers a pathway to becoming a Financial Solutions Advisor Stage I, starting with licenses (SIE, Series 7/66) and graduate training to build foundational advisory skills. You will acquire, build, and manage client relationships, guiding them through comprehensive financial solutions while advancing toward Stage II and beyond.

The role emphasizes in-office training and a structured academy. As you progress, you’ll deliver client reviews, collaborate with partners, and leverage a

Formación

• Must be licensed or on track to obtain required industry licenses (SIE/Series 7/66).
• Strong time management and capacity control.
• Experience in cultivating client relationships and identifying client needs.

Responsabilidades

• Build relationships with banking customers, small business owners and high-net-worth clients.
• Provide end-to-end comprehensive financial advice and present client reviews.
• Collaborate with core banking and investment partners to connect clients with suitable solutions.
• Deliver structured guidance to help clients meet financial goals and life priorities.
• Lead client conversations with a consultative approach and present recommendations.

Conocimientos

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Educación

Bachelor's degree

Descripción del empleo

Bank of America offers a pathway to becoming a Financial Solutions Advisor Stage I, starting with licenses (SIE, Series 7/66) and graduate training to build foundational advisory skills. You will acquire, build, and manage client relationships, guiding them through comprehensive financial solutions while advancing toward Stage II and beyond.

The role emphasizes in-office training and a structured academy. As you progress, you’ll deliver client reviews, collaborate with partners, and leverage a