Financial Solutions Advisor I - Licensing & Client Growth

Bank of America; Schertz (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Training & onboarding

Coaching support

Client needs identification

Licenses training (SIE/Series)

Networking opportunities

Comprehensive client advisory

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with licensing and client engagement in a structured program. The role focuses on learning Securities Industry basics and progressively handling client needs in a financial center.

Upon licensing, you will advance to Stage II with opportunities across Bank of America and Merrill. The role requires in-office attendance and provides growth pathways within a vast financial ecosystem.

Qualifications

• Aptitude to obtain required industry licenses (SIE, Series 7, Series 66).
• Ability to manage multiple tasks in a fast-paced environment.
• Experience in cultivating client relationships and identifying needs.

Responsibilities

• Obtain required securities licenses and progress through the Academy stages.
• Build and manage client relationships and provide solutions for client financial needs.
• Deliver end-to-end advisory and collaborate with banking and investment partners.

Skills

Client Experience

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

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's degree

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with licensing and client engagement in a structured program. The role focuses on learning Securities Industry basics and progressively handling client needs in a financial center.

Upon licensing, you will advance to Stage II with opportunities across Bank of America and Merrill. The role requires in-office attendance and provides growth pathways within a vast financial ecosystem.