Licensed Financial Solutions Advisor - Build Client Wealth

Bank of America

DeSoto (TX)

On-site

USD 40,000 - 90,000

Full time

8 days ago

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Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with securities licensing (SIE, Series 7, 66) and learn to build client relationships, deliver advice and solutions, and grow within a Bank of America/Merrill portfolio. Training is provided in a center, with progression to Stage II and broader opportunities.

The role includes in-office culture with flexibility based on responsibilities and business needs, and start at a financial center with possibility of future relocation

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.
A results-driven mindset with client-first focus in a complex environment.
Executes multiple tasks simultaneously and learns new technology quickly.
Desirable: Spanish speaking and FINRA licensing readiness.

Skills

Client Experience Branding

Client 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

Trading

Spanish speaking

Education

Bachelor's degree

High School Diploma / GED / Secondary School or equivalent

Job description

The role includes in-office culture with flexibility based on responsibilities and business needs, and start at a financial center with possibility of future relocation

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