Licensed Financial Solutions Advisor I

Bank of America; Kissimmee (FL); On-site; USD 40,000 - 56,000; Full time

Job summary

Bank of America is recruiting an entry-level Financial Solutions Advisor Stage I to begin with Securities Industry licenses and tailored training. You’ll develop the foundational advisory skills, build client relationships, and guide clients through financial solutions as you progress toward higher-tier roles.

From the start, you’ll work in a structured environment with certification milestones, collaborating with banking and Merrill partners to address client needs and deliver comprehensive

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

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Education

SIE Certification

Bachelor's degree in Finance or related field

Job description

Bank of America is recruiting an entry-level Financial Solutions Advisor Stage I to begin with Securities Industry licenses and tailored training. You’ll develop the foundational advisory skills, build client relationships, and guide clients through financial solutions as you progress toward higher-tier roles.

From the start, you’ll work in a structured environment with certification milestones, collaborating with banking and Merrill partners to address client needs and deliver comprehensive