Licensed Financial Solutions Advisor I

Bank of America; United States; Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and learning to advise clients on financial solutions. You’ll progress from the financial center to broader client portfolios while earning licenses and growing your advisory skills.

The role emphasizes building relationships, delivering comprehensive guidance, and collaborating with banking and investment partners to meet client needs in an in-office culture with

Formación

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessin

Responsabilidades

• Provide end-to-end advice and client reviews with confidence.
• Collaborate with core banking and investment partners to meet clients' financial needs.
• Build your network by engaging with banking customers and business owners.

Conocimientos

Licensing readiness

Time management

Client relationships

Descripción del empleo

Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7, Series 66) and learning to advise clients on financial solutions. You’ll progress from the financial center to broader client portfolios while earning licenses and growing your advisory skills.

The role emphasizes building relationships, delivering comprehensive guidance, and collaborating with banking and investment partners to meet client needs in an in-office culture with