Licensed Financial Solutions Advisor I

Bank of America; Wylie (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing in Securities Industry essentials and series exams. You will learn to build client relationships, advise on core banking and investment solutions, and advance through stages to broader opportunities within Bank of America and Merrill.

You will train in a financial center, then progress as you gain licenses, with a path toward advancing to more senior roles across the network.

Qualifications

• Must obtain required industry licenses (SIE, Series 7, Series 66) within timelines.
• Strong time management and ability to handle multiple tasks in a fast-paced environment.
• Experience in cultivating client relationships and understanding client needs.
• Effective communication and collaboration with peers.
• Customer-centric mindset with a focus on client outcomes.
• Willingness to work in an in-office role across multiple locations.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an entry-level Financial Solutions Advisor Stage I to begin licensing in Securities Industry essentials and series exams. You will learn to build client relationships, advise on core banking and investment solutions, and advance through stages to broader opportunities within Bank of America and Merrill.

You will train in a financial center, then progress as you gain licenses, with a path toward advancing to more senior roles across the network.