Financial Solutions Advisor I — Licensing & Client Growth

Bank of America; Centerville (IA); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I. You will begin with the Securities Industry Essentials, Series 7, and Series 66 exams to build a foundation for advising clients on a range of financial solutions.

You will work in a financial center, interacting with banking customers and business owners, developing relationships, and guiding clients through their financial journeys with a consultative approach.

Qualifications

• Must be able to obtain required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Build and manage client relationships, identify needs, and propose solutions.
• Deliver end-to-end financial advice and client reviews with confidence.
• Collaborate with banking and investment partners to meet clients' financial goals.

Skills

Licensing aptitude

Client relationship

Time management

Communication

Results-driven

Education

Bachelor's degree or higher

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I. You will begin with the Securities Industry Essentials, Series 7, and Series 66 exams to build a foundation for advising clients on a range of financial solutions.

You will work in a financial center, interacting with banking customers and business owners, developing relationships, and guiding clients through their financial journeys with a consultative approach.