Financial Solutions Advisor I - License Training & Growth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Fairfax, VA seeks a Financial Solutions Advisor Stage I to begin in-person client advisory, licensing progression and relationship building. You’ll work within an in-office culture, growing skills toward advanced financial guidance and cross-sell opportunities.

The role emphasizes licensing milestones, collaboration with banking and investment partners, and delivering comprehensive client solutions to improve financial outcomes.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline to manage time and capacity.
• Experience cultivating client relationships and identifying needs.
• Proven ability to build strong peer relationships through communication.
• Results-driven mindset prioritizing clients' interests in a fast-paced environment.
• Ability to juggle multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end client advisory and reviews.
• Acquire, build and manage client relationships and guide financial decisions.
• Collaborate with banking and investment partners to meet client needs.
• Deliver client reviews and presentations with confidence.
• Progress through licensing milestones (SIE, Series 7/66) and ongoing development.

Skills

Client Experience

Branding

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree

Job description

Bank of America in Fairfax, VA seeks a Financial Solutions Advisor Stage I to begin in-person client advisory, licensing progression and relationship building. You’ll work within an in-office culture, growing skills toward advanced financial guidance and cross-sell opportunities.

The role emphasizes licensing milestones, collaboration with banking and investment partners, and delivering comprehensive client solutions to improve financial outcomes.