Licensed Financial Solutions Advisor - Client Growth & Training

Bank of America; Florida; On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in the United States with an emphasis on obtaining FINRA licenses (SIE, Series 7, Series 66) and building client relationships. You will progress toward broader advisory responsibilities within a financial center, delivering core banking and investment solutions while growing a client portfolio.

The role requires successful completion of security licenses within specified timelines and the ability to manage a 40-hour week in an

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

Client Experience

Branding

Client Solutions

Advisory

Investment Management

Portfolio Management

Prospecting

Referral Management

Client Management

Customer Focus

Executive Presence

Oral Communications

Risk Management

Education

FINRA SIE + Bachelor's degree

Financial services experience or sales experience

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in the United States with an emphasis on obtaining FINRA licenses (SIE, Series 7, Series 66) and building client relationships. You will progress toward broader advisory responsibilities within a financial center, delivering core banking and investment solutions while growing a client portfolio.

The role requires successful completion of security licenses within specified timelines and the ability to manage a 40-hour week in an