Financial Solutions Advisor I - Start Licensed Advisory

National Black MBA Association; Warrington Township, Northern (Bucks County, KY); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills in a regulated, in-office setting. You will help clients build their financial lives with solid, compliant advice and a consultative approach.

After licensing, you progress to Stage II, growing relationships within a client portfolio and advancing within Bank of America and Merrill.

Qualifications

• License requirements and training to obtain SIE, Series 7 and Series 66 within specified timelines.
• Experience in cultivating client relationships and prioritizing client interests.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide end-to-end comprehensive financial guidance and client reviews.
• Identify client needs and propose appropriate banking and investment solutions.
• Collaborate with banking and investment partners to meet client financial goals.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree

FINRA SIE license

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills in a regulated, in-office setting. You will help clients build their financial lives with solid, compliant advice and a consultative approach.

After licensing, you progress to Stage II, growing relationships within a client portfolio and advancing within Bank of America and Merrill.