Financial Solutions Advisor I: Licenses, Training & Growth

Bank of America; Daly City (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in California to begin with Securities Industry Essentials (SIE) and Series exams. You'll learn to acquire, build, and manage client relationships, guiding them with financial advice while advancing through staged roles within Bank of America and Merrill.

You will start at a financial center and progress to advising clients with a broad set of banking and investment solutions, collaborating with partners and growing a client

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.

Responsibilities

• Build your network by engaging with banking customers and clients across assigned centers.
• Provide end-to-end comprehensive financial advice, client reviews and presentations.
• Collaborate with core banking and investment partners to meet client needs and drive solutions.

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 or equivalent

Bachelor's degree

1 year financial services experience

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in California to begin with Securities Industry Essentials (SIE) and Series exams. You'll learn to acquire, build, and manage client relationships, guiding them with financial advice while advancing through staged roles within Bank of America and Merrill.

You will start at a financial center and progress to advising clients with a broad set of banking and investment solutions, collaborating with partners and growing a client