Financial Solutions Advisor I: Licensing & Growth

NBMBAA; Dallas, Northern (TX, KY); Ibrido; USD 55.000 - 70.000; Tempo pieno

Descrizione del lavoro

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with securities licensing and client-relations development. You’ll work toward obtaining SIE, Series 7, and Series 66 while learning advisory skills and building a client portfolio at an in-office center.

As you progress to Stage II, you’ll deepen client relationships, expand your knowledge of investment and banking solutions, and leverage Academy resources to advance within Merrill and Bank of America.

Competenze

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and identifying client needs.
• Ability to communicate complex financial concepts clearly and persuasively.

Mansioni

• Provide end-to-end comprehensive financial advice and deliver client reviews/presentations.
• Collaborate with core banking and investment partners to meet clients’ needs.
• Develop relationships with banking customers and high-net-worth clients to grow the business.

Conoscenze

Relationship building

Time management

Communication

Sales mindset

Formazione

Bachelor’s degree or higher

One year financial services experience

Descrizione del lavoro

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin with securities licensing and client-relations development. You’ll work toward obtaining SIE, Series 7, and Series 66 while learning advisory skills and building a client portfolio at an in-office center.

As you progress to Stage II, you’ll deepen client relationships, expand your knowledge of investment and banking solutions, and leverage Academy resources to advance within Merrill and Bank of America.