Financial Solutions Advisor I: Licensing Path to Series 7/66

ghr; New York (NY); On-site; USD 82,667,000 - 96,421,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and build foundational advisory skills. The role focuses on acquiring clients, understanding their financial picture, and guiding them with solutions to improve their financial lives.

Training includes SIE, Series 7, and Series 66 in a structured program. Upon licensing, you join a financial center to deliver banking, investment solutions, and client care, with opportunities to advance into stage

Qualifications

• Must obtain required securities licenses (SIE, Series 7, Series 66) within a defined period.
• Ability to manage time and capacity effectively.
• Experience in cultivating client relationships and assessing needs.
• Proven ability to communicate and collaborate with peers.

Responsibilities

• Build and manage client relationships to assess needs and provide solutions.
• Deliver end-to-end client advice and reviews/presentations.
• Collaborate with core banking and investment partners to meet client needs.
• Grow a portfolio by engaging banking customers and higher net-worth clients.
• Develop and use a consultative approach to recommend strategies.

Skills

Client Experience

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor’s degree

FINRA SIE

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with securities licensing and build foundational advisory skills. The role focuses on acquiring clients, understanding their financial picture, and guiding them with solutions to improve their financial lives.

Training includes SIE, Series 7, and Series 66 in a structured program. Upon licensing, you join a financial center to deliver banking, investment solutions, and client care, with opportunities to advance into stage