Financial Solutions Advisor I: Licensing & Client Growth

Bank of America; Little Rock (AR); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Defined consultative approach

License study time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I, starting with obtaining essential securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, deliver financial guidance, and advance to higher advisor roles within Merrill as you progress through the program.

You will begin in a financial center, delivering banking and investment solutions, and gain exposure to a broad client base.

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.

Responsibilities

• Provide end-to-end comprehensive advice and deliver client reviews with confidence.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Grow your business knowledge by using a defined consultative approach with clients to identify needs and solutions.
• Move through stages by earning licenses and progressing to more advanced advisor roles.

Skills

Licensing aptitude

Time management

Client relationship building

Communication & collaboration

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I, starting with obtaining essential securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, deliver financial guidance, and advance to higher advisor roles within Merrill as you progress through the program.

You will begin in a financial center, delivering banking and investment solutions, and gain exposure to a broad client base.