Financial Solutions Advisor I: Launch Your Advisory Career

Bank of America; Savannah (GA); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing, including SIE, Series7 and Series66 exams, and to learn foundational advisory skills. You will build relationships, address complex client needs, and advance toward future roles within Bank of America and Merrill.

Training is provided through the Academy, with focused coaching and a pathway to progression. Starting in a financial center, you will engage banking customers, small businesses, and

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.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to the solutions Bank of America and Merrill to meet virtually all their financial needs.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing, including SIE, Series7 and Series66 exams, and to learn foundational advisory skills. You will build relationships, address complex client needs, and advance toward future roles within Bank of America and Merrill.

Training is provided through the Academy, with focused coaching and a pathway to progression. Starting in a financial center, you will engage banking customers, small businesses, and