Financial Solutions Advisor I: Start Your Licensing Journey

Bank of America

Phoenix (AZ)

On-site

USD 45,000 - 65,000

Full time

7 days ago

Be an early applicant

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and build advisory skills within its financial centre network. You’ll deliver banking and investment solutions, focus on client care, and progress to Stage II with ongoing training and growth opportunities.

The role emphasizes relationship building, licensing milestones within set timeframes, and collaboration with banking and investment partners to serve

Qualifications

Aptitude in obtaining required industry licences.
Must be self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Proven ability to build strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritising client’s interests in a fast‑paced environment.
Able to manage multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Skills

Client Solutions Advisory

Investment Management

Portfolio Management

Client Management

Prospecting

Risk Management

Trading

Customer and Client Focus

Executive Presence

Oral Communications

Business Acumen

Leadership & Collaboration

Time Management

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree and/or financial services experience

Job description

The role emphasizes relationship building, licensing milestones within set timeframes, and collaboration with banking and investment partners to serve

Get your free, confidential resume review.

or drag and drop your file here.