Financial Solutions Advisor I - Licensing & Client Advisory

Bank of America; Town of Venice (NY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

Licensing support

Career progression opportunities

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin the licensing path (SIE, Series 7, and Series 66) and to learn how to acquire, build, and manage client relationships with a focus on comprehensive financial solutions. You will start in a financial center and advance as you meet milestones.

You will join a structured program with world-class training, one-on-one coaching, and a defined consultative approach to identify client needs and effective solutions.

Qualifications

• Must be working toward obtaining required securities licenses (SIE, Series 7 and Series 66).
• Experience in cultivating client relationships and identifying client needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration to build peer relationships.
• Willingness to learn technology and adapt to new applications.

Responsibilities

• Provide end-to-end client advice and review presentations.
• Collaborate with banking and investment partners to meet client needs.
• Build and deepen relationships within a diverse client portfolio.
• Demonstrate a results-driven mindset while prioritizing client interests.

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

FINRA Securities Industry Essentials (SIE)

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin the licensing path (SIE, Series 7, and Series 66) and to learn how to acquire, build, and manage client relationships with a focus on comprehensive financial solutions. You will start in a financial center and advance as you meet milestones.

You will join a structured program with world-class training, one-on-one coaching, and a defined consultative approach to identify client needs and effective solutions.