Financial Solutions Advisor I — Start with SIE & Series Licenses

Bank of America; Clayton (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining the Securities Industry licenses (SIE, Series 7 and Series 66). You will learn foundational skills to build and manage client relationships and guide them with advice and solutions for their financial lives.

As you progress to Stage II, you’ll grow within Bank of America and Merrill, with the Academy supporting you through dedicated programs, tools, and resources as you advance through

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 to connect clients to the solutions Bank of America and Merrill offer.
• Build and manage client relationships, assessing needs and guiding clients with appropriate financial solutions.

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

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining the Securities Industry licenses (SIE, Series 7 and Series 66). You will learn foundational skills to build and manage client relationships and guide them with advice and solutions for their financial lives.

As you progress to Stage II, you’ll grow within Bank of America and Merrill, with the Academy supporting you through dedicated programs, tools, and resources as you advance through