Licensed Financial Solutions Advisor – Growth Path

Bank of America; Apex (NC); On-site; USD 48,000 - 64,000; Full time

Job summary

Bank of America is recruiting a Financial Solutions Advisor Stage I to begin with securities licensing and client-facing training. You will learn SIE, Series 7 and 66 exams and progress to helping clients with banking, investment solutions and personalized advisory services.

You'll start in a financial center, building relationships with diverse clients and collaborating with partners. Role includes license milestones and potential progression to higher advisor levels.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.

Responsibilities

• Provide end-to-end comprehensive financial advice and client reviews.
• Collaborate with core banking and investment partners to meet client needs.
• Build and manage a portfolio of clients, delivering tailored solutions.

Skills

Client Experience

Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

SIE

Bachelor's degree or higher in a related field

Job description

Bank of America is recruiting a Financial Solutions Advisor Stage I to begin with securities licensing and client-facing training. You will learn SIE, Series 7 and 66 exams and progress to helping clients with banking, investment solutions and personalized advisory services.

You'll start in a financial center, building relationships with diverse clients and collaborating with partners. Role includes license milestones and potential progression to higher advisor levels.