Financial Solutions Advisor: Licensing & Client Growth

Bank of America; College Station (TX); On-site; USD 48,000 - 75,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

Licensing exam support

Career progression opportunities

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to learn how to deliver banking solutions with a client-centric approach.

You will work in a financial center to build relationships, advise on financial choices, and connect clients with the right Bank of America and Merrill offerings. A clear path to Stage II and career growth is provided.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong collaboration and communication skills.
• Willingness to obtain SIE within 30 days and Series 7/66 within 120 days.

Responsibilities

• Deliver Bank of America core banking and investment solutions to clients.
• Develop and manage client relationships and provide ongoing advice.
• Collaborate with banking and investment partners to meet client needs.
• Prospect and grow a client portfolio.
• Support licensing and training processes as required.

Skills

Relationship building

Time management

Communication

Sales mindset

Education

Bachelor's degree

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to learn how to deliver banking solutions with a client-centric approach.

You will work in a financial center to build relationships, advise on financial choices, and connect clients with the right Bank of America and Merrill offerings. A clear path to Stage II and career growth is provided.