Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America

Holly Springs (NC)

On-site

USD 42,000 - 66,000

Full time

4 days ago

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Job summary

Bank of America in the United States seeks a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, 66) and develop skills to advise clients on investments and banking solutions. You will learn to acquire, build, and manage relationships while progressing through the Academy toward Stage II and other roles.

This in-office position emphasizes client-focused service and collaboration. Initially placed in a financial center, you’ll gain training, mentorship, and licensing milestones

Qualifications

Aptitude in obtaining required industry licenses.
Ability to manage time and capacity effectively.
Experience in cultivating client relationships and identifying needs.
Strong collaboration and communication with peers.

Responsibilities

Provide end-to-end comprehensive financial advice and client reviews.
Collaborate with banking and investment partners to meet client needs.
Progress through Academy with licensing milestones.
Build and manage a portfolio of clients.

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

SIE

Bachelor's degree

Job description

This in-office position emphasizes client-focused service and collaboration. Initially placed in a financial center, you’ll gain training, mentorship, and licensing milestones

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