Financial Solutions Advisor I — Licensing & Client Impact

Bank of America; New Albany (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

Licensing support

Career progression programs

Networking with clients

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses and to build skills in client relationships, advisory solutions and financial planning. You will train, obtain SIE, Series 7 and 66 licenses, and progress through stages, delivering comprehensive client care in a financial center.

This role emphasizes in-office expectations, structured licensing programs, and strong collaboration with banking and investment partners to meet

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.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Skills

Client Experience

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with obtaining Securities Industry licenses and to build skills in client relationships, advisory solutions and financial planning. You will train, obtain SIE, Series 7 and 66 licenses, and progress through stages, delivering comprehensive client care in a financial center.

This role emphasizes in-office expectations, structured licensing programs, and strong collaboration with banking and investment partners to meet