Licensed Financial Solutions Advisor I – Banking & Investments

Bank of America; Annapolis (MD); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Training programs

Job summary

Bank of America in Annapolis, MD is hiring a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7/66) and to build client relationships while delivering banking and investment guidance. The program trains you through Academy and mentors as you progress toward Stage II.

You will start in a financial center, serve banking customers and high-net-worth clients, and connect clients with Bank of America and Merrill roles to meet their financial needs.

Qualifications

• Licenses required (SIE, Series 7/66) within specified onboarding timelines.
• Experience in client relationship cultivation and needs-based recommendations.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Provide end-to-end comprehensive financial advice and client reviews.
• Build and deepen client relationships and present tailored solutions.
• Collaborate with banking and investment partners to meet client needs.
• Connect clients to Bank of America and Merrill solutions to address financial goals.

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

Education

FINRA SIE

Job description

Bank of America in Annapolis, MD is hiring a Financial Solutions Advisor Stage I to begin licensing (SIE, Series 7/66) and to build client relationships while delivering banking and investment guidance. The program trains you through Academy and mentors as you progress toward Stage II.

You will start in a financial center, serve banking customers and high-net-worth clients, and connect clients with Bank of America and Merrill roles to meet their financial needs.