Financial Solutions Advisor — Licensing Track & Growth

Bank of America; Ohio; On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Licensing support

Job summary

Bank of America in the United States seeks a Financial Solutions Advisor I as you begin the licensing path. You will learn to acquire, build, and manage client relationships while addressing complex financial needs with trusted solutions.

You will train at a financial center, progress through stages toward advisory roles, and benefit from structured programs, coaching, and licensing support as you grow your career within Bank of America and Merrill.

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.
• Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
• Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.

Skills

Licensing aptitude

Time management

Relationship building

Communication & collaboration

Education

FINRA SIE eligibility and Bachelor’s degree

Job description

Bank of America in the United States seeks a Financial Solutions Advisor I as you begin the licensing path. You will learn to acquire, build, and manage client relationships while addressing complex financial needs with trusted solutions.

You will train at a financial center, progress through stages toward advisory roles, and benefit from structured programs, coaching, and licensing support as you grow your career within Bank of America and Merrill.