Licensed Financial Solutions Advisor — Career Growth

Bank of America; San Juan (TX); Presencial; USD 52 000 - 76 000; Tempo integral

Resumo da oferta

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and learn the foundations of client advisory, building relationships and guiding clients with suitable financial solutions.

You will start in a financial center, progressing to Stage II as you gain licenses and experience, with opportunities to grow within Bank of America and Merrill. The role emphasizes in‑office collaboration and a clear path for advancement.

Qualificações

• 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.
• Spanish speaking (preferred).

Responsabilidades

• Obtain required securities licenses and complete foundational training.
• Develop client relationships and assess financial needs to provide solutions.
• Deliver end-to-end financial advice and conduct client reviews.
• Collaborate with banking and investment partners to meet client needs.

Conhecimentos

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

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and learn the foundations of client advisory, building relationships and guiding clients with suitable financial solutions.

You will start in a financial center, progressing to Stage II as you gain licenses and experience, with opportunities to grow within Bank of America and Merrill. The role emphasizes in‑office collaboration and a clear path for advancement.