Licensed Financial Solutions Advisor I

ghr; Taguig; On-site; PHP 2,497,000 - 2,841,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing support

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to help clients with comprehensive financial advice, building trust, and delivering banking and investment solutions. You will start with licensing education and progress to advisory roles across a growing client portfolio.

The role emphasizes training, coaching, and a consultative approach while developing core competencies in securities and client management, with growth opportunities within Merrill and Bank of America.

Qualifications

• Aptitude to obtain required industry licenses.
• Strong time management and capacity.
• Experience cultivating client relationships and identifying needs.
• Proven ability to collaborate and communicate effectively.

Responsibilities

• Provide end-to-end financial guidance and client reviews.
• Present recommendations to help clients reach financial goals.
• Collaborate with banking and investment partners to address client needs.

Skills

Client relationships

Time management

Communication

Sales skills

Financial acumen

Networking

Adaptability

Education

High School Diploma or GED

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to help clients with comprehensive financial advice, building trust, and delivering banking and investment solutions. You will start with licensing education and progress to advisory roles across a growing client portfolio.

The role emphasizes training, coaching, and a consultative approach while developing core competencies in securities and client management, with growth opportunities within Merrill and Bank of America.