Licensed Financial Solutions Advisor

National Black MBA Association; New York (NY); On-site; USD 60,000 - 72,000; Full time

Job summary

Bank of America in New York, NY is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and build foundational advisory skills. You will learn to acquire, build, and manage client relationships, guiding them through complex financial pictures with a human-centered approach.

As you progress to Stage II, you will deepen client relationships within a portfolio and advance across roles at 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 to meet clients' financial needs.
• Build and maintain relationships with a portfolio of banking and investment clients.

Skills

Client Experience

Branding

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

Bachelor's degree

Job description

Bank of America in New York, NY is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7, Series 66) and build foundational advisory skills. You will learn to acquire, build, and manage client relationships, guiding them through complex financial pictures with a human-centered approach.

As you progress to Stage II, you will deepen client relationships within a portfolio and advance across roles at Bank of America and Merrill.