Financial Solutions Advisor – Launch Your Securities Licenses

Bank of America; Hibiscus Coast; In loco; NZD 70.000 - 81.000; Tempo pieno

Vantaggi offerti da questo lavoro

Industry-leading benefits

Paid time off

Descrizione del lavoro

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with required securities licenses and build client advisory skills within a centralized financial center network. You will progress through stages, earning SIE, Series 7 and Series 66, and later move into broader banking and Merrill offerings through a dedicated Academy program.

The role emphasizes client relationships, compliance with SAFE Act, and ongoing learning for professional growth in a supportive environment.

Competenze

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Mansioni

• Provide end-to-end comprehensive advice and deliver client reviews with confidence.
• Collaborate with core banking and investment partners to meet clients’ financial needs.

Conoscenze

Advisory

Account Management

Client Experience

Communication

Risk Management

Client Solutions

Pipeline Management

Active Listening

Attention to Detail

Written Communications

Formazione

High School Diploma

Descrizione del lavoro

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with required securities licenses and build client advisory skills within a centralized financial center network. You will progress through stages, earning SIE, Series 7 and Series 66, and later move into broader banking and Merrill offerings through a dedicated Academy program.

The role emphasizes client relationships, compliance with SAFE Act, and ongoing learning for professional growth in a supportive environment.