Financial Solutions Advisor I: Licensing & Client Growth

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

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Merrillville, Indiana. This role focuses on obtaining essential securities licenses and developing advisory skills, while delivering core banking and investment solutions. You will learn to build relationships and provide comprehensive client care.

The position emphasizes continuous development, with opportunities to progress to Stage II. Candidates should possess strong collaboration skills and a results-oriented mindset, with the ability to manage multiple tasks.

Qualifications

• Aptitude for obtaining required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong collaboration and communication skills.
• Results‑driven mindset prioritizing client interests.
• Ability to execute multiple tasks simultaneously.
• Quick learner adapting to new technology.

Responsibilities

• Obtain Securities Industry licenses and develop advisory skills.
• Build client relationships and deliver financial solutions.
• Provide comprehensive advice and recommend strategies.
• Collaborate with banking and investment partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Bachelor's degree

Job description

Bank of America is looking for a Financial Solutions Advisor Stage I (FSA I) in Merrillville, Indiana. This role focuses on obtaining essential securities licenses and developing advisory skills, while delivering core banking and investment solutions. You will learn to build relationships and provide comprehensive client care.

The position emphasizes continuous development, with opportunities to progress to Stage II. Candidates should possess strong collaboration skills and a results-oriented mindset, with the ability to manage multiple tasks.