Financial Solutions Advisor I: Start Your Licensed Advisory Career

Bank of America; El Paso (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin your career with securities licensing (SIE, Series 7, Series 66) and to develop advisory skills, client relationships, and holistic financial guidance in a hands-on, in-office setting.

You will progress through stages, obtain licenses, and then work in a financial center delivering core banking and investment solutions while expanding your network with clients, small businesses, and high-net-worth individuals.

Qualifications

• Ability to obtain required industry licenses and comply with regulations.
• Self-discipline in managing time and workload.
• Experience cultivating client relationships and identifying needs.
• Strong communication and collaboration with peers.
• Demonstrates a results-driven approach.

Skills

Client relationship management

Time management

Sales aptitude

Communication skills

Licensing aptitude

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin your career with securities licensing (SIE, Series 7, Series 66) and to develop advisory skills, client relationships, and holistic financial guidance in a hands-on, in-office setting.

You will progress through stages, obtain licenses, and then work in a financial center delivering core banking and investment solutions while expanding your network with clients, small businesses, and high-net-worth individuals.