Financial Solutions Advisor I: Licensing & Client Solutions

Bank of America; Jonesboro (AR); Presencial; USD 45 000 - 70 000; Tempo integral

Resumo da oferta

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing coursework (SIE, Series 7, Series 66) and develop foundational advisory skills. The role starts with training and progressions into client-facing centers while building a book of business and relationships.

You will learn to deliver comprehensive financial guidance, support a consultative sales approach, and collaborate with banking and Merrill teams to meet client needs.

Qualificações

• 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.
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.

Responsabilidades

• Obtain needed securities licenses and progress through the Academy steps.
• Build and manage client relationships to assess financial needs and offer suitable solutions.
• Collaborate with banking and investment partners to connect clients with appropriate services.

Conhecimentos

Client Experience Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Executive Presence

Oral Communications

Risk Management

Formação académica

Bachelor’s degree

High School Diploma

Descrição da oferta de emprego

Bank of America is seeking a Financial Solutions Advisor Stage I to begin licensing coursework (SIE, Series 7, Series 66) and develop foundational advisory skills. The role starts with training and progressions into client-facing centers while building a book of business and relationships.

You will learn to deliver comprehensive financial guidance, support a consultative sales approach, and collaborate with banking and Merrill teams to meet client needs.