Financial Solutions Advisor I: Licensing & Client Impact

ghr; Liberty Township (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and learn to acquire, build, and manage client relationships while guiding clients through comprehensive financial solutions. You will progress toward a Stage II role, expanding your advisory capabilities within Merrill and the Academy's support programs.

The role starts in a financial center with structured training, ongoing coaching, and a defined pathway to advance, focusing on

Qualifications

• Licensing path includes SIE, Series 7 and Series 66 exams; must obtain licenses.
• Strong time management and multi-tasking in a fast-paced environment.
• Proven ability to cultivate client relationships and assess needs.
• Effective communication and collaboration with peers.

Responsibilities

• Build relationships with banking customers and small business owners.
• Provide end-to-end financial advice and solutions.
• Collaborate with banking and investment partners to meet client needs.
• Deliver client reviews and presentations to support goals.

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

FINRA SIE

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7, Series 66) and learn to acquire, build, and manage client relationships while guiding clients through comprehensive financial solutions. You will progress toward a Stage II role, expanding your advisory capabilities within Merrill and the Academy's support programs.

The role starts in a financial center with structured training, ongoing coaching, and a defined pathway to advance, focusing on