Financial Solutions Advisor I: Launch Your Licensed Advisory Career

Bank of America; Albuquerque (NM); Vor Ort; USD 45.000 - 60.000; Vollzeit

Benefits dieser Stelle

World-class training

Career development

Licensing support (SIE/Series 7/66)

Zusammenfassung

Bank of America is seeking an enthusiastic Financial Solutions Advisor Stage I to develop foundational advisory skills and grow client relationships. You will pursue securities licenses, learn to assess clients’ financial pictures, and begin delivering core banking and investment solutions.

Training, mentorship, and a clear path to progression are provided. Starting in a financial center, you will work with banking customers and higher-net-worth clients, moving toward licensed advisory roles as

Qualifikationen

• Requires obtaining Securities Industry licenses (SIE, Series 7, Series 66) within specified timelines.
• Experience in cultivating client relationships and identifying client needs.
• Ability to explain financial concepts and present solutions clearly.
• Demonstrates a results-driven approach in a fast-paced environment.
• Strong collaboration with banking and investment partners.

Aufgaben

• Build and manage client relationships with a consultative approach.
• Deliver end-to-end financial advice and solutions.
• Coordinate with core banking and Merrill partners to meet client needs.

Kenntnisse

Client Experience

Investment Management

Portfolio Management

Oral Communications

Risk Management

Customer Focus

Executive Presence

Prospecting

Networking

Business Acumen

Sales/Consultative selling

Ausbildung

High School Diploma / GED

Bachelor's degree

Jobbeschreibung

Bank of America is seeking an enthusiastic Financial Solutions Advisor Stage I to develop foundational advisory skills and grow client relationships. You will pursue securities licenses, learn to assess clients’ financial pictures, and begin delivering core banking and investment solutions.

Training, mentorship, and a clear path to progression are provided. Starting in a financial center, you will work with banking customers and higher-net-worth clients, moving toward licensed advisory roles as