Financial Solutions Advisor I - Licensing & Client Impact

Bank of America; Midland (TX); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

In-office training

Licensing support

Career progression

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn how to build and manage client relationships while guiding clients with financial solutions.

You'll start in a financial center, progress to Stage II, and receive comprehensive training and mentorship through the Academy as you develop in banking and investment services, with a focus on compliant, client-centered advice.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results-driven mindset prioritizing client’s interest in a complex, fast-paced environment.
• Learns and adapts to new technology or applications.

Skills

License aptitude

Time management

Client relationships

Effective communication

Multitasking

Adaptability

Education

High School Diploma

Bachelor’s degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn how to build and manage client relationships while guiding clients with financial solutions.

You'll start in a financial center, progress to Stage II, and receive comprehensive training and mentorship through the Academy as you develop in banking and investment services, with a focus on compliant, client-centered advice.