Financial Solutions Advisor I - Licensing Path & Growth

Bank of America; Hyattsville (MD); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses, then progress to advising clients with a focus on comprehensive financial planning. Training, mentorship, and a defined path through Stage I to Stage II are provided in support of long-term career growth.

As you advance, you will work with banking customers, small business owners, and high-net-worth clients, leveraging our Merrill partnership to meet a broad range of

Qualifications

• Aptitude for obtaining required industry licenses.
• Ability to build client relationships and identify needs.
• Strong communication and collaboration skills in a fast-paced environment.
• Willingness to learn and adapt to new technology.

Responsibilities

• Build and maintain client relationships while pursuing securities licenses.
• Deliver comprehensive banking and investment solutions within a financial center.

Skills

Client Experience

Branding

Investment Management

Portfolio Management

Prospecting

Oral Communications

Risk Management

Education

FINRA SIE + Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7 and Series 66 licenses, then progress to advising clients with a focus on comprehensive financial planning. Training, mentorship, and a defined path through Stage I to Stage II are provided in support of long-term career growth.

As you advance, you will work with banking customers, small business owners, and high-net-worth clients, leveraging our Merrill partnership to meet a broad range of