Financial Solutions Advisor I — Launch Your Investment Licenses

Bank of America; Corte Madera (CA); Presencial; USD 40.000 - 47.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Benefits eligible

Descripción de la vacante

Bank of America offers an in-office Financial Solutions Advisor Program. You start with SIE, Series 7 and Series 66 licensing, then learn to build and manage a client portfolio while delivering comprehensive financial guidance. Progression to higher advisory roles follows successful licensing and performance.

You will train at a financial center, develop relationships with a diverse client base, and leverage Bank of America and Merrill resources to meet clients' financial goals.

Formación

• Obtain required industry licenses and meet onboarding requirements.
• Demonstrates ability to manage time and serve multiple clients.
• Experience building client relationships and recommending solutions.
• Strong communication and collaboration with peers.
• Results-driven mindset prioritizing client needs in a fast-paced setting.
• Ability to learn new technology and adapt quickly.

Responsabilidades

• Obtain SIE, Series 7 and Series 66 licenses within required timelines.
• Provide end-to-end client advisory services and financial solutions.
• Collaborate with banking and investment partners to meet client needs.
• Grow relationships within a portfolio of clients and manage reviews.

Conocimientos

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures Guidelines

Educación

Bachelor's degree

High School Diploma / GED

Descripción del empleo

Bank of America offers an in-office Financial Solutions Advisor Program. You start with SIE, Series 7 and Series 66 licensing, then learn to build and manage a client portfolio while delivering comprehensive financial guidance. Progression to higher advisory roles follows successful licensing and performance.

You will train at a financial center, develop relationships with a diverse client base, and leverage Bank of America and Merrill resources to meet clients' financial goals.