Financial Solutions Advisor I: Start Your SIE & Series Licensing

Bank of America; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, 66) and to work in a financial center delivering core banking and investment solutions with a client-focused approach.

After licensing, you will grow as an advisor, build relationships with clients, and collaborate with partners to help clients achieve their financial goals while advancing within Bank of America and Merrill.

Qualifications

• Must be pursuing or have obtained required industry licenses.
• Proven ability to manage time and capacity.
• Experience cultivating client relationships and needs.
• Ability to collaborate with peers and other teams.
• Ability to perform in a fast-paced environment.

Responsibilities

• Provide end-to-end financial guidance to clients.
• Deliver client reviews and presentations.
• Collaborate with banking and investment partners.
• Help clients meet financial goals and life priorities.

Skills

Licensing aptitude

Time management

Client relationship building

Communication

Multi-tasking

Adaptability to technology

Sales-minded

Education

FINRA SIE certification

Bachelor's degree in finance or related field

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, 66) and to work in a financial center delivering core banking and investment solutions with a client-focused approach.

After licensing, you will grow as an advisor, build relationships with clients, and collaborate with partners to help clients achieve their financial goals while advancing within Bank of America and Merrill.