Financial Solutions Advisor I: Start Your Licensing Journey

Bank of America; Alexandria (VA); On-site; USD 3,974,000 - 4,636,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off & wellness resources

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Virginia to begin licensing paths (SIE, Series 7/66) and learn to manage client relationships with a consultative approach. You will start in a financial center and progress as you gain licenses and experience, moving toward advisory roles while expanding your network and knowledge.

The role emphasizes end-to-end client coverage, collaboration with banking and investment partners, and the ability to connect clients to the right

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.

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

Education

FINRA Securities Industry Essentials (SIE) Bachelor's degree

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Virginia to begin licensing paths (SIE, Series 7/66) and learn to manage client relationships with a consultative approach. You will start in a financial center and progress as you gain licenses and experience, moving toward advisory roles while expanding your network and knowledge.

The role emphasizes end-to-end client coverage, collaboration with banking and investment partners, and the ability to connect clients to the right