Financial Solutions Advisor I — Earn Licenses & Advise

Bank of America; Garland (TX); Sur place; USD 60 000 - 75 000; Plein temps

Avantages offerts par ce poste

World-class training programs

One-on-one coaching

License exam support (SIE/Series)

Networking with clients

Résumé du poste

Bank of America is hiring for a Financial Solutions Advisor Stage I to begin with essential licensing coursework and then transition into delivering core banking and investment solutions. The program emphasizes structured training, mentoring, and a structured progression to Stage II as you grow relationships with a diverse client base.

You will work toward obtaining SIE, Series 7, and Series 66 licenses, with timelines of 30 and 120 days respectively, and will join a financial center team to

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.

Responsabilités

• Provide end-to-end client advisory within a portfolio of clients.
• Build and manage client relationships and identify financial needs.
• Collaborate with banking and investment partners to meet client goals.

Connaissances

Training programs

Client relationships

Licensing knowledge

SIE/Series licensing

Financial advisory insight

Communication

Sales & prospecting

Portfolio management

Formation

High School Diploma / GED

Description du poste

Bank of America is hiring for a Financial Solutions Advisor Stage I to begin with essential licensing coursework and then transition into delivering core banking and investment solutions. The program emphasizes structured training, mentoring, and a structured progression to Stage II as you grow relationships with a diverse client base.

You will work toward obtaining SIE, Series 7, and Series 66 licenses, with timelines of 30 and 120 days respectively, and will join a financial center team to