Financial Solutions Advisor - License & Client Growth

Bank of America; Georgia; On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and developing foundational skills in client relationships and financial advisory.

You'll start in a financial center delivering core banking and investment solutions, progressing to Stage II with academy support and licensed milestones. This in-office role emphasizes relationship building and compliance.

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 and presentations with confidence.
• Recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners.
• Connect clients to the solutions we provide through Bank of America and Merrill.

Skills

Client Experience

Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and developing foundational skills in client relationships and financial advisory.

You'll start in a financial center delivering core banking and investment solutions, progressing to Stage II with academy support and licensed milestones. This in-office role emphasizes relationship building and compliance.