Financial Solutions Advisor — Start Your Licensing Path

Bank of America; Greenbrae Boardwalk (CA); Sur place; USD 40 000 - 46 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Industry-leading training

Résumé du poste

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and then develop advisory skills in a financial center, delivering core banking and investment solutions while building client relationships. The path promotes progression to Stage II and beyond with dedicated programs and training.

You will join an in-office culture focused on collaboration, licensing milestones, and helping clients achieve financial goals with a consultative

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Strong communication and collaboration with peers.
• Willingness to obtain SIE, Series 7 and Series 66 licenses.

Connaissances

Licensing aptitude

Time management

Client relationships

Communication

Adaptability

Formation

High School Diploma/GED

Description du poste

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and then develop advisory skills in a financial center, delivering core banking and investment solutions while building client relationships. The path promotes progression to Stage II and beyond with dedicated programs and training.

You will join an in-office culture focused on collaboration, licensing milestones, and helping clients achieve financial goals with a consultative