Financial Solutions Advisor I — License Path & Growth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Pleasant Hill, California. In this role, you will begin with training to obtain your Securities Industry licenses and then learn to manage client relationships while providing tailored financial advice.

The position requires obtaining licenses swiftly and offers career growth opportunities within the company. Benefits include training, support, and industry-leading benefits.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships.
• Ability to manage multiple tasks simultaneously.

Responsibilities

• Build a successful career at Bank of America through training.
• Grow client business using a consultative approach.
• Provide comprehensive advice to clients.

Skills

Client Experience Branding

Investment Management

Oral Communications

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Pleasant Hill, California. In this role, you will begin with training to obtain your Securities Industry licenses and then learn to manage client relationships while providing tailored financial advice.

The position requires obtaining licenses swiftly and offers career growth opportunities within the company. Benefits include training, support, and industry-leading benefits.