Financial Solutions Advisor I - SIE & Series Licenses

Bank of America; Santa Fe (NM); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

License preparation

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and developing foundational skills in acquiring, building, and managing client relationships. You will guide clients with advice and solutions to help their financial lives while learning to humanize financial interactions.

Upon licensure, you will work in a financial center, progress to Stage II, and have opportunities to grow within Bank of America and Merrill.

Qualifications

• Experience cultivating client relationships and identifying client needs.
• Ability to recommend solutions that fit a client’s financial picture.
• Proven ability to work in a fast-paced environment while prioritizing client interests.

Responsibilities

• Acquire, build and manage client relationships.
• Provide end-to-end comprehensive financial advice and client reviews.
• Collaborate with core banking and investment partners to connect clients with solutions.

Skills

Client relationships

Communication skills

Financial advisory

Sales experience

Time management

Technology adoption

Multitasking

Education

Bachelor's degree

High School Diploma

FINRA SIE (required)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and developing foundational skills in acquiring, building, and managing client relationships. You will guide clients with advice and solutions to help their financial lives while learning to humanize financial interactions.

Upon licensure, you will work in a financial center, progress to Stage II, and have opportunities to grow within Bank of America and Merrill.