Licensed Financial Solutions Advisor – Client Growth

Bank of America; Milwaukee (WI); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin the path toward securities licensing, including SIE, Series 7 and Series 66 exams, while learning to acquire, build and manage client relationships and provide thoughtful financial solutions.

As you progress to the Stage II, you will expand your responsibilities within a financial center, delivering core banking and investment solutions and delivering excellent client care to a diverse client base.

Qualifications

• Pursue Securities Industry licenses (SIE, Series 7, Series 66) during training.
• Develop ability to acquire, build and manage client relationships.
• Provide solutions and guidance to clients as part of financial planning.

Responsibilities

• Obtain necessary securities licenses and apply learnings to client interactions.
• Grow and deepen relationships within a client portfolio in a financial center.
• Deliver core banking and investment solutions with a client-focused approach.

Skills

SIE

Series 7

Series 66

Client relationship management

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin the path toward securities licensing, including SIE, Series 7 and Series 66 exams, while learning to acquire, build and manage client relationships and provide thoughtful financial solutions.

As you progress to the Stage II, you will expand your responsibilities within a financial center, delivering core banking and investment solutions and delivering excellent client care to a diverse client base.