Financial Solutions Advisor I: Growth, Licensing & Training

Bank of America; Wylie (TX); Presencial; USD 52 000 - 78 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Training programs

Licensing support

Career progression

Resumo da oferta

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with SIE, Series 7 and Series 66 licensing and develop foundational client advisory skills.

You will work toward delivering core banking and investment solutions while building relationships with diverse clients in a collaborative, in‑office environment. Training and licensing support are provided to advance within the Academy program.

Qualificações

• Must be working toward/holding required FINRA licenses (SIE, Series 7/66).
• Experience building and managing client relationships in a financial setting.
• Ability to learn and adapt to banking and investment product solutions.

Responsabilidades

• Acquire, build and manage client relationships and deliver financial solutions.
• Guide clients with advice and solutions based on their financial picture.
• Obtain SIE within 30 days of hire and Series 7/66 within 120 days.

Conhecimentos

Client relationships

Time management

Communication

Sales aptitude

Financial advisory mindset

Client-focused

Problem solving

Formação académica

Bachelor’s degree

High School Diploma / GED

Descrição da oferta de emprego

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with SIE, Series 7 and Series 66 licensing and develop foundational client advisory skills.

You will work toward delivering core banking and investment solutions while building relationships with diverse clients in a collaborative, in‑office environment. Training and licensing support are provided to advance within the Academy program.