Licensed Financial Solutions Advisor: Build Client Wealth

Bank of America; United States; On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing and foundational training. You will learn Securities Industry Essentials, Series 7, and Series 66, then start serving clients with comprehensive banking and investment guidance.

Progression to Stage II and beyond offers opportunities across Merrill and Bank of America, with dedicated programs and resources to grow your career within a large, inclusive organization.

Qualifications

• Requires ability to obtain industry licenses and licenses as part of training.
• Ability to manage time and workload effectively.
• Experience building client relationships and identifying client needs.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing and foundational training. You will learn Securities Industry Essentials, Series 7, and Series 66, then start serving clients with comprehensive banking and investment guidance.

Progression to Stage II and beyond offers opportunities across Merrill and Bank of America, with dedicated programs and resources to grow your career within a large, inclusive organization.