Financial Solutions Advisor I — Licensing & Client Strategy

Bank of America

San Jose (CA)

In loco

USD 3.974.000 - 4.636.000

Tempo pieno

14 giorni+

Generatore di candidature

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Descrizione del lavoro

Bank of America is seeking a Financial Solutions Advisor Stage I in a multi-location rolling assignment. The role starts with obtaining Securities Industry licenses (SIE, Series 7, Series 66) and progresses to advising clients with comprehensive financial solutions, building relationships and coordinating with banking and investment partners to meet client needs.

The path includes rigorous training, licensing milestones, and opportunities to advance into higher advisor roles within Bank of

Competenze

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.

Mansioni

Build a successful career at Bank of America through world‑class training and on‑boarding programs.
Get training and one‑on‑one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to identify needs and solutions.