Financial Solutions Advisor I - SIE/Series Licensed

Bank of America; Texas; Presencial; USD 42 000 - 64 000; Tempo integral

Resumo da oferta

Bank of America is seeking a Financial Solutions Advisor Stage I to start by earning securities licenses (SIE, Series 7, Series 66) and building foundational advisory skills for client relationships and guidance.

As you advance to Stage II, you’ll deepen client relationships and collaborate with banking and Merrill partners to meet financial goals, with a strong focus on development within the Academy framework.

Qualificações

• Licensing aptitude to obtain required industry licenses.
• Time management and capacity control.
• Experience cultivating client relationships and recommending solutions.
• Strong communication and collaboration with peers.
• Results-driven mindset prioritizing clients’ interests in a fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Willingness to learn new technology or applications.

Responsabilidades

• Acquire, build and manage client relationships to assess needs and provide solutions.
• Deliver client reviews and presentations with confidence.
• Collaborate with core banking and investment partners to meet client needs.
• Progress through licensing stages (SIE, Series 7, Series 66) as required.

Conhecimentos

Licensing aptitude

Time management

Client relationships

Effective communication

Multi-tasking

Adaptability

Tech adaptability

Formação académica

High School Diploma

Bachelor's degree

Descrição da oferta de emprego

Bank of America is seeking a Financial Solutions Advisor Stage I to start by earning securities licenses (SIE, Series 7, Series 66) and building foundational advisory skills for client relationships and guidance.

As you advance to Stage II, you’ll deepen client relationships and collaborate with banking and Merrill partners to meet financial goals, with a strong focus on development within the Academy framework.