Licensed Financial Solutions Advisor

National Black MBA Association; Phoenix, Northern (AZ, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Training program

Mentorship

Client advisory training

Licensing support

Networking opportunities

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing, receiving dedicated classes for SIE, Series 7 and Series 66. You’ll learn to acquire, build and manage client relationships, guiding them with advice and solutions to improve their financial lives, while humanizing interactions.

You’ll start in a financial center, deliver core banking and investment solutions, and have a clear path to Stage II with Academy-backed development and resources.

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 connect clients to Bank of America and Merrill solutions.
• Build your network starting at a financial center by engaging banking customers, small business owners and high net worth clients.
• Manage relationships and identify client needs to drive appropriate financial solutions.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

FINRA SIE

Bachelor’s degree

High School Diploma / GED

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing, receiving dedicated classes for SIE, Series 7 and Series 66. You’ll learn to acquire, build and manage client relationships, guiding them with advice and solutions to improve their financial lives, while humanizing interactions.

You’ll start in a financial center, deliver core banking and investment solutions, and have a clear path to Stage II with Academy-backed development and resources.