Licensed Financial Solutions Advisor I

NBMBAA; Manassas (VA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Training programs

Licensing support

Career growth

Benefits package

Job summary

Bank of America in Manassas, VA is seeking a Financial Solutions Advisor Stage I to begin earning securities licenses (SIE, Series 7, Series 66) and to learn how to acquire, build, and manage client relationships with tailored financial solutions.

You will work in an in-office environment connecting clients with core banking and investment products, progressing through stages to become a trusted advisor while maintaining compliance and delivering exceptional client service.

Qualifications

• Licensing prerequisites must be pursued; aptitude for obtaining required licenses.
• Strong time management and self-discipline.
• Experience in cultivating client relationships and identifying needs.
• Proven ability to build peer relationships through collaboration.
• Results-driven mindset prioritizing client interests in a fast-paced environment.
• Ability to manage multiple tasks simultaneously.
• Willingness to learn new technology and applications.

Responsibilities

• Assist clients by delivering banking and investment solutions.
• Develop client relationships and provide ongoing reviews and guidance.
• Collaborate with banking partners to meet client needs.
• Obtain securities licenses and progress through advisor stages.
• Serve a portfolio of clients with professional, compliant advice.

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

Bachelor's degree

FINRA SIE (preferred)

Job description

Bank of America in Manassas, VA is seeking a Financial Solutions Advisor Stage I to begin earning securities licenses (SIE, Series 7, Series 66) and to learn how to acquire, build, and manage client relationships with tailored financial solutions.

You will work in an in-office environment connecting clients with core banking and investment products, progressing through stages to become a trusted advisor while maintaining compliance and delivering exceptional client service.