Licensed Financial Solutions Advisor – Build Clients' Wealth

ghr; Mission (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

World-class training

Career progression

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses and to develop skills in building and managing client relationships.

After licensure you will work in a financial center delivering core banking and investment solutions, with a path to Stage II and possible advancement within Bank of America and Merrill. SAFE Act registration is required.

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.

Skills

Advisory

Account Management

Client Experience

Active Listening

Attention to Detail

Written Communications

Education

Bachelor's degree

SIE certification

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7, and Series 66 licenses and to develop skills in building and managing client relationships.

After licensure you will work in a financial center delivering core banking and investment solutions, with a path to Stage II and possible advancement within Bank of America and Merrill. SAFE Act registration is required.