Financial Solutions Advisor I: Licenses & Growth Path

Bank of America; San Juan (TX); Sur place; USD 52 000 - 68 000; Plein temps

Avantages offerts par ce poste

Licensing training

One-on-one coaching

Career development

Résumé du poste

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and foundational client-advisory training. You will progress through staged roles, learning to build and manage client relationships while guiding clients with comprehensive financial solutions.

This in-office position emphasizes development, licensing milestones, and a pathway to advanced roles within Bank of America and Merrill, with training, collaboration, and

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.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and foundational client-advisory training. You will progress through staged roles, learning to build and manage client relationships while guiding clients with comprehensive financial solutions.

This in-office position emphasizes development, licensing milestones, and a pathway to advanced roles within Bank of America and Merrill, with training, collaboration, and