Licensed Financial Solutions Advisor: Build Client Wealth

Bank of America; Saint Louis (LA); In loco; USD 42.000 - 64.000; Tempo pieno

Descrizione del lavoro

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing (SIE, Series 7, Series 66) and develop foundational advisory skills. The role involves building client relationships, delivering advice on banking and investment solutions, and growing within a structured Academy with clear milestones toward higher levels.

Training, licensing support, and a path to advancement are provided.

Competenze

• 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.

Mansioni

• Obtain, build and manage client relationships and provide advice and solutions to clients.
• Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill services.
• Provide end‑to‑end comprehensive financial guidance and client reviews.

Conoscenze

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

Formazione

High School Diploma / GED / Secondary School or equivalent

Descrizione del lavoro

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licensing (SIE, Series 7, Series 66) and develop foundational advisory skills. The role involves building client relationships, delivering advice on banking and investment solutions, and growing within a structured Academy with clear milestones toward higher levels.

Training, licensing support, and a path to advancement are provided.