Financial Solutions Advisor I — Licensing & Training Path

Bank of America; Murfreesboro (TN); On-site; USD 52,000 - 74,000; Full time

Job summary

Bank of America in the United States is hiring Financial Solutions Advisor Stage I. The role begins with Securities Industry licenses and comprehensive training to build foundational client relationships, advise on a wide range of banking and investment solutions, and progress through staged development.

You’ll work in a financial center with potential relocation to a suitable location and eligibility for license progression.

Qualifications

• Aptitude in obtaining required industry licenses.
• Sales experience or ability to develop client relationships in a financial context.
• Strong communication and collaborative skills.
• Result-driven mindset with client-first focus.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma or GED

Job description

Bank of America in the United States is hiring Financial Solutions Advisor Stage I. The role begins with Securities Industry licenses and comprehensive training to build foundational client relationships, advise on a wide range of banking and investment solutions, and progress through staged development.

You’ll work in a financial center with potential relocation to a suitable location and eligibility for license progression.