Financial Solutions Advisor I: Launch Your Licensed Career

Bank of America; Anaheim (CA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licenses and build client relationships. You will learn to deliver integrated banking and investment guidance, working toward future growth within Merrill's network and training programs.

You will start in a licensed advisory track with a focus on delivering tailored financial solutions and progressing toward higher levels in the advisor career path, including exams and compliance requirements.

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

• Acquire, build and manage client relationships.
• Consider a client's complex financial picture and guide them with advice and solutions.
• Deliver end-to-end comprehensive advice and client reviews.
• Collaborate with core banking and investment partners to meet client needs.
• Provide ongoing client care and financial guidance.

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

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licenses and build client relationships. You will learn to deliver integrated banking and investment guidance, working toward future growth within Merrill's network and training programs.

You will start in a licensed advisory track with a focus on delivering tailored financial solutions and progressing toward higher levels in the advisor career path, including exams and compliance requirements.