Licensed Financial Solutions Advisor: Client Growth Impact

Bank of America; Venice (FL); Presencial; USD 45 000 - 65 000; Tempo integral

Resumo da oferta

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing (SIE, Series exams) and learn to advise clients on banking and investment solutions. You'll progress toward Stage II while building relationships with a diverse client base in an in-office setting.

The role emphasizes developing financial knowledge, using a consultative approach, and collaborating with partners to meet clients’ financial goals.

Qualificações

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Demonstrates a results-driven mindset while prioritizing client’s interests.

Responsabilidades

• Build and grow client relationships through a consultative approach.
• Deliver end-to-end advisory services and wrap-style financial planning.
• Collaborate with banking and investment partners to meet client needs.
• Progress through licensing stages and develop a client portfolio.

Conhecimentos

Client Experience

Client Solutions

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Trading

Executive Presence

Oral Communications

Business Acumen

Formação académica

High School Diploma

Descrição da oferta de emprego

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing (SIE, Series exams) and learn to advise clients on banking and investment solutions. You'll progress toward Stage II while building relationships with a diverse client base in an in-office setting.

The role emphasizes developing financial knowledge, using a consultative approach, and collaborating with partners to meet clients’ financial goals.