Licensed Financial Solutions Advisor: Grow Your Career

Bank of America; Knightdale (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin with Securities licensing and build client relationships while delivering banking and investment solutions. You will complete SIE, Series 7, and Series 66 exams and learn to advise clients as you move from a financial center into expanded roles.

You'll train through the Academy and collaborate with banking and investment partners to address client needs, progressing toward more senior roles within Bank of America and Merrill.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Demonstrates ability to build strong peer relationships through communication.
• Shows a results-driven mindset while prioritizing the client.
• Executes multiple tasks simultaneously and adapts to change.
• Learns and adapts to new technology or applications.

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

Trading

Licensing readiness

Time management

Client relationship building

Team collaboration

Tech adaptability

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin with Securities licensing and build client relationships while delivering banking and investment solutions. You will complete SIE, Series 7, and Series 66 exams and learn to advise clients as you move from a financial center into expanded roles.

You'll train through the Academy and collaborate with banking and investment partners to address client needs, progressing toward more senior roles within Bank of America and Merrill.