Financial Solutions Advisor I - Launch Licensing Career

Bank of America; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then build skills in acquiring, growing, and managing client relationships. You will work toward delivering comprehensive banking and investment solutions with guidance from Academy managers.

Initially training and licensing are provided, with progression to Stage II as milestones are met.

Qualifications

• Aptitude for obtaining required industry licenses.
• Ability to manage time and handle multiple tasks.
• Experience building client relationships and identifying needs.
• Demonstrates a results-driven mindset with client interests in focus.

Responsibilities

• Build and manage relationships, identify client needs, advise solutions.
• Deliver end-to-end advisory services combining banking and investment solutions.
• Collaborate with banking and Merrill partners to meet client needs.
• Complete SIE, Series 7 and Series 66 licenses within stated timelines.

Skills

Client Management

Relationship Building

Communication

Sales Skills

Time Management

Organization

Networking

Consultative Skills

Presentations

Risk Awareness

Industry Licensing

Education

FINRA SIE License

Bachelor’s degree (preferred)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then build skills in acquiring, growing, and managing client relationships. You will work toward delivering comprehensive banking and investment solutions with guidance from Academy managers.

Initially training and licensing are provided, with progression to Stage II as milestones are met.