Financial Solutions Advisor I — Licensing & Client Impact

National Black MBA Association; Northern (KY); Hybrid; USD 40,000 - 47,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to start with obtaining securities licenses (SIE, Series 7, Series 66) and to learn the foundations of advisory practice, client relationship management, and comprehensive financial solutions. Training and coaching are emphasized in a collaborative, in-office environment.

Progression to Stage II offers expanded responsibility within Bank of America and Merrill, with the Academy supporting ongoing development and resources through

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 Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor’s degree

SIE certification

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to start with obtaining securities licenses (SIE, Series 7, Series 66) and to learn the foundations of advisory practice, client relationship management, and comprehensive financial solutions. Training and coaching are emphasized in a collaborative, in-office environment.

Progression to Stage II offers expanded responsibility within Bank of America and Merrill, with the Academy supporting ongoing development and resources through