Financial Solutions Advisor I — Launch Your Licensing Journey

Bank of America; Newtown Square (MD); In loco; USD 52.000 - 76.000; Tempo pieno

Vantaggi offerti da questo lavoro

World-class training and onboarding

One-on-one coaching from Academy

Licensing support: SIE, Series 7 & 66

Descrizione del lavoro

Bank of America is hiring a Financial Solutions Advisor I to start with licensing in SIE and pursue Series 7/66. You will grow a client base, deliver comprehensive financial guidance, and collaborate with banking and investment partners to meet clients’ needs.

Based in our in-office centers, you’ll build relationships, guide clients through financial options, and develop your career through Academy-supported programs and structured licensing timelines.

Competenze

• Requires obtaining industry licenses (SIE, Series 7, Series 66) and ongoing licensing.
• Experience in cultivating client relationships and identifying solutions.
• Ability to manage multiple tasks in a fast-paced environment.

Mansioni

• Acquire, build and manage client relationships while assessing a client’s complex financial picture to provide advice and solutions.
• Deliver end-to-end comprehensive financial guidance and client reviews/presentations.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.

Conoscenze

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Formazione

FINRA SIE Certification

Bachelor's degree

Descrizione del lavoro

Bank of America is hiring a Financial Solutions Advisor I to start with licensing in SIE and pursue Series 7/66. You will grow a client base, deliver comprehensive financial guidance, and collaborate with banking and investment partners to meet clients’ needs.

Based in our in-office centers, you’ll build relationships, guide clients through financial options, and develop your career through Academy-supported programs and structured licensing timelines.