Licensed Financial Solutions Advisor - Build Client Wealth

Bank of America; Atlanta (GA); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Bank of America seeks a motivated Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 licensing. You’ll learn to acquire, build, and manage client relationships, assessing clients' financial needs and offering suitable solutions.

The role progresses toward more advanced positions within Bank of America and Merrill. Initial training is provided through the Academy with commitment to licensing timelines and developing deep client

Qualifications

• Requires licensure to obtain SIE, Series 7 and Series 66; completes foundational licensing training.

Responsabilités

• Provide end-to-end financial advice and client reviews.
• Collaborate with banking and investment partners.
• Grow and manage client relationships across a portfolio.

Connaissances

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

Formation

Bachelor's degree

Description du poste

Bank of America seeks a motivated Financial Solutions Advisor Stage I to begin with Securities Industry Essentials (SIE), Series 7 and Series 66 licensing. You’ll learn to acquire, build, and manage client relationships, assessing clients' financial needs and offering suitable solutions.

The role progresses toward more advanced positions within Bank of America and Merrill. Initial training is provided through the Academy with commitment to licensing timelines and developing deep client