Financial Solutions Advisor I: Licensing & Client Growth

Bank of America Corporation; Boca Raton (FL); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and develop foundational advisory skills. You will learn to acquire, build, and manage client relationships while guiding clients through complex financial scenarios.

Starting in a financial center, you’ll work with banking customers and clients, progressing through stages of development with dedicated Academy programs, training, and a path to broader

Formación

• 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.

Conocimientos

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Educación

SIE Certification

Bachelor's degree

Descripción del empleo

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry license training (SIE, Series 7, Series 66) and develop foundational advisory skills. You will learn to acquire, build, and manage client relationships while guiding clients through complex financial scenarios.

Starting in a financial center, you’ll work with banking customers and clients, progressing through stages of development with dedicated Academy programs, training, and a path to broader