Financial Solutions Advisor I – Licensing & Growth Path

Bank of America; North Little Rock (AR); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn how to build client relationships, assess financial needs, and guide clients with solutions. Training is provided through the Academy, with progression to Stage II as milestones are met and opportunities to advance across Merrill and Bank of America.

The role starts in a financial center, uses a consultative approach, and includes

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 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 Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and to learn how to build client relationships, assess financial needs, and guide clients with solutions. Training is provided through the Academy, with progression to Stage II as milestones are met and opportunities to advance across Merrill and Bank of America.

The role starts in a financial center, uses a consultative approach, and includes