Financial Solutions Advisor I: License Path and Client Impact

Bank of America; Fremont (CA); On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Comprehensive training programs

Job summary

Bank of America in Fremont is seeking a Financial Solutions Advisor Stage I to kickstart your career in finance. You will obtain your Securities Industry licenses and develop foundational skills to manage client relationships effectively.

Success in this role leads to further opportunities in financial services, supported by world-class training and resources. You will work closely with clients to provide comprehensive financial solutions while positioned for growth within the company.

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.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.

Responsibilities

• Obtain Securities Industry licenses and foundational advisory skills.
• Deliver Bank of America's banking and investment solutions to clients.
• Collaborate with key partners to meet client 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

Job description

Bank of America in Fremont is seeking a Financial Solutions Advisor Stage I to kickstart your career in finance. You will obtain your Securities Industry licenses and develop foundational skills to manage client relationships effectively.

Success in this role leads to further opportunities in financial services, supported by world-class training and resources. You will work closely with clients to provide comprehensive financial solutions while positioned for growth within the company.