Financial Solutions Advisor: Licensed & Growth Ready

Bank of America; Bethesda (MD); On-site; USD 55,000 - 85,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to start with licensing in SIE, Series 7 and Series 66, and to build foundational client relationships. You will learn to assess clients' needs, provide advisory solutions, and navigate regulatory requirements with support from the Academy.

As you advance to Stage II, you’ll expand your portfolio, collaborate with banking and Merrill partners, and grow your professional footprint within a in-office environment

Qualifications

• Aptitude for obtaining required industry licenses.
• Strong time management and capacity control.
• Experience cultivating client relationships and identifying needs.
• Proven ability to collaborate and communicate effectively.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Build and maintain client relationships.
• Provide end-to-end financial advisory and solutions.
• Collaborate with banking and investment partners.
• Meet regulatory licensing requirements.

Skills

Licensing (SIE, Series 7, Series 66)

Client relationship management

Time management

Communication skills

Sales experience

Multi-tasking

Learn new technology

Education

Bachelor’s degree or higher

Job description

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to start with licensing in SIE, Series 7 and Series 66, and to build foundational client relationships. You will learn to assess clients' needs, provide advisory solutions, and navigate regulatory requirements with support from the Academy.

As you advance to Stage II, you’ll expand your portfolio, collaborate with banking and Merrill partners, and grow your professional footprint within a in-office environment