Financial Solutions Advisor: License Path to Client Impact

Bank of America; Rochester Hills (MI); 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 progress toward advising clients on a full spectrum of banking and investment solutions. You will learn to build relationships, assess client needs, and guide families toward comprehensive financial plans.

Early training includes targeted SIE, Series 7, and Series 66 preparation; post-licensing, you’ll work in a financial center delivering core banking and investment guidance

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 to connect clients to the solutions Bank of America and Merrill offer to meet their financial needs.

Skills

SIE licensing

Series 7

Series 66

Client relationship building

Financial services knowledge

Education

High School Diploma

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses and progress toward advising clients on a full spectrum of banking and investment solutions. You will learn to build relationships, assess client needs, and guide families toward comprehensive financial plans.

Early training includes targeted SIE, Series 7, and Series 66 preparation; post-licensing, you’ll work in a financial center delivering core banking and investment guidance