Financial Solutions Advisor: Licenses & Growth Path

Bank of America; North Charleston (SC); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing and build client relationships in a collaborative, in-office setting. You'll receive dedicated training, work toward Securities Industry licenses, and progress toward more advanced advisory roles within the Bank of America and Merrill teams.

You will start in a financial center, learning to deliver banking and investment solutions while growing your client portfolio and expanding your financial

Qualifications

• Aptitude for obtaining required industry licenses.
• Excellent time management and capacity planning.
• Experience cultivating client relationships and identifying needs.
• Effective communication and collaboration with peers.
• Results-driven with high client focus in a fast-paced environment.

Responsibilities

• Develop client relationships and provide tailored financial solutions.
• Obtain SIE, Series 7 and Series 66 licenses within stated timelines.
• Deliver core banking and investment solutions at a financial center.
• Support end-to-end client reviews and presentations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Relationship building

Time management

Communication

Sales acumen

Adaptability

Education

Bachelor's degree

Financial services experience

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing and build client relationships in a collaborative, in-office setting. You'll receive dedicated training, work toward Securities Industry licenses, and progress toward more advanced advisory roles within the Bank of America and Merrill teams.

You will start in a financial center, learning to deliver banking and investment solutions while growing your client portfolio and expanding your financial