Licensed Financial Solutions Advisor

Bank of America; Venezia; On-site; EUR 28,000 - 42,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Defined consultative approach

Licensing program during onboarding

Job summary

Bank of America in Italy is seeking a Financial Solutions Advisor Stage I to start by obtaining the Securities Industry licenses (SIE, Series 7 and Series 66). You will learn the foundations of advising, acquire clients, and guide them toward solutions that fit their financial picture in an in‑office setting.

As you progress to Stage II, you will broaden relationships, manage a growing portfolio, and access Academy resources to advance within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Proven ability to manage time and handle multiple priorities.
• Experience cultivating client relationships and identifying needs.
• Strong communication and collaboration with peers.
• Results-driven mindset in a fast-paced environment.
• Ability to learn new technology or applications.

Skills

Aptitude in licenses

Time management

Client relationships

Multi-tasking

Adapt to technology

Education

Bachelor's degree

Job description

Bank of America in Italy is seeking a Financial Solutions Advisor Stage I to start by obtaining the Securities Industry licenses (SIE, Series 7 and Series 66). You will learn the foundations of advising, acquire clients, and guide them toward solutions that fit their financial picture in an in‑office setting.

As you progress to Stage II, you will broaden relationships, manage a growing portfolio, and access Academy resources to advance within Bank of America and Merrill.