Financial Solutions Advisor I (Stage I) - Begin Licensing

Bank of America; Liberty Township (OH); On-site; USD 50,000 - 65,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining required securities licenses (SIE, Series 7, Series 66). The role progresses to advising clients, building enduring relationships, and delivering comprehensive financial solutions within Bank of America and Merrill programs.

The position emphasizes in-office attendance with flexible options based on role, and a defined career path toward more advanced advisory roles.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
• Build a network by starting at a financial center and engaging with banking customers, small business owners and higher net worth clients alike.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Bachelor's degree

FINRA SIE

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining required securities licenses (SIE, Series 7, Series 66). The role progresses to advising clients, building enduring relationships, and delivering comprehensive financial solutions within Bank of America and Merrill programs.

The position emphasizes in-office attendance with flexible options based on role, and a defined career path toward more advanced advisory roles.