Financial Solutions Advisor I: Licensing & Client Strategy

NBMBAA; Missouri; Hybride; USD 55 000 - 75 000; Plein temps

Résumé du poste

Bank of America is recruiting for a Financial Solutions Advisor Stage I to help clients with banking and investment needs, earning essential licenses to build advisory skills. You will start in a financial center, growing relationships and delivering aligned financial solutions.

The role emphasizes in-office collaboration, training through the Academy, and progression to advanced advisory roles upon licensing success. Strong interpersonal and time-management abilities are essential.

Qualifications

• 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.

Responsabilités

• Obtain required Securities Industry licenses (SIE, Series 7, Series 66) through structured lessons and study time within specified timelines.
• Acquire, build and manage client relationships, and guide clients with advice and solutions.
• Deliver end-to-end comprehensive financial advice and client reviews.
• Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.
• Progress through staged roles from Financial Solutions Advisor Stage I to II as milestones are met.

Connaissances

Relationship building

Time management

Communication

Multi-tasking

Adaptability

Sales mindset

Learning new technology

Formation

High school diploma/GED

Bachelor’s degree

Description du poste

Bank of America is recruiting for a Financial Solutions Advisor Stage I to help clients with banking and investment needs, earning essential licenses to build advisory skills. You will start in a financial center, growing relationships and delivering aligned financial solutions.

The role emphasizes in-office collaboration, training through the Academy, and progression to advanced advisory roles upon licensing success. Strong interpersonal and time-management abilities are essential.