Financial Solutions Advisor I — Licensing Track

NBMBAA; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to start with achieving required Securities Industry licenses (SIE, Series 7, Series 66). You will learn to acquire, build and manage client relationships, delivering tailored advice and solutions to help clients live their best financial lives.

As you progress, you will work in a financial center delivering core banking and investment solutions, while advancing through a structured development program with dedicated coaching and

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-disciplined in managing time and capacity.
• Experience cultivating client relationships and needs-based solutions.
• Strong communication and collaboration with peers.
• Results-driven with a client-centric approach in a fast-paced environment.
• Ability to multitask and manage multiple tasks simultaneously.
• Willingness to learn new technology or applications.

Responsibilities

• Acquire, build and manage client relationships with a focus on financial needs.
• Provide advice and solutions to help clients meet financial goals and life priorities.
• Deliver Bank of America’s core banking and investment solutions and client care.
• Collaborate with banking and investment partners to meet client needs.
• Obtain Securities Industry licenses and progress through the staged development program.
• Maintain compliance with SAFE Act registration and background checks.

Skills

Advisory

Account Management

Client Experience

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to start with achieving required Securities Industry licenses (SIE, Series 7, Series 66). You will learn to acquire, build and manage client relationships, delivering tailored advice and solutions to help clients live their best financial lives.

As you progress, you will work in a financial center delivering core banking and investment solutions, while advancing through a structured development program with dedicated coaching and