Licensed Financial Solutions Advisor - Client Growth

Bank of America; Manassas (VA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in Manassas, VA is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66). You will learn foundational advisor skills, build and manage client relationships, and guide clients with solutions to their financial needs. Training and progression to Stage II are provided.

On-site, 40 hours/week with pay range listed. Starting in a financial center, you will interact with banking customers and high-net-worth clients

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.

Responsibilities

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial 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

Education

FINRA Securities Industry Essentials (SIE) Bachelor's degree

Job description

Bank of America in Manassas, VA is seeking a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66). You will learn foundational advisor skills, build and manage client relationships, and guide clients with solutions to their financial needs. Training and progression to Stage II are provided.

On-site, 40 hours/week with pay range listed. Starting in a financial center, you will interact with banking customers and high-net-worth clients