Financial Solutions Advisor I: Licenses & Client Growth

Bank of America; Rio Rancho (NM); Presencial; USD 52 000 - 78 000; Tempo integral

Resumo da oferta

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing and client advisory work in a structured, in-office environment.

You will learn to acquire, build, and manage client relationships, guiding them through financial solutions and coordinating with Merrill to meet their needs. Training and progression opportunities are provided to advance within the Academy.

Qualificações

• License path: obtain SIE, Series 7 and Series 66 with set timelines.
• Must be self-disciplined in time management and capacity.
• Experience cultivating client relationships and identifying needs.
• Ability to collaborate with peers and drive results in a fast-paced environment.
• Learns and adapts to new technology and applications.

Responsabilidades

• Obtain required industry licenses to start the advisor journey.
• Build and manage relationships with banking and investment clients.
• Provide end-to-end, comprehensive client advice and reviews.
• Collaborate with core banking and investment partners to meet client needs.
• Progress from Financial Solutions Advisor I to II with guided development.

Conhecimentos

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

Formação académica

High School Diploma

Descrição da oferta de emprego

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing and client advisory work in a structured, in-office environment.

You will learn to acquire, build, and manage client relationships, guiding them through financial solutions and coordinating with Merrill to meet their needs. Training and progression opportunities are provided to advance within the Academy.