Financial Solutions Advisor: Licenses & Client Impact

Bank of America; Odessa (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training

Academy licensing support

In-office culture

Job summary

Bank of America is seeking candidates for Financial Solutions Advisor Stage I across locations in the United States. The role focuses on obtaining securities licenses and building foundational skills to advise clients on banking and investment solutions, with progression to Stage II as licensing milestones are met.

Employees will train through the Academy, work within a financial center, and develop relationships with a diverse client base, including small business owners and high-net-worth

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.

Skills

Licensing path

Client advisory

Relationship building

Time management

Communication

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking candidates for Financial Solutions Advisor Stage I across locations in the United States. The role focuses on obtaining securities licenses and building foundational skills to advise clients on banking and investment solutions, with progression to Stage II as licensing milestones are met.

Employees will train through the Academy, work within a financial center, and develop relationships with a diverse client base, including small business owners and high-net-worth