Licensed Financial Solutions Advisor I – Client Growth

Bank of America; United States; In loco; USD 42.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

World-class training & onboarding

Licensing support (SIE, Series 7, 66)

Career progression opportunities

Descrizione del lavoro

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses and to develop foundational advisory skills.

You will work in a financial center delivering core banking and investment solutions while building relationships with clients and partnering with specialists. The role offers structured training and clear path to progression within Bank of America and Merrill.

Competenze

• Aptitude in obtaining required industry licenses and self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying client needs.
• Ability to communicate effectively and collaborate to drive results.

Mansioni

• Acquire, build and manage client relationships to understand complex financial situations.
• Provide end-to-end comprehensive advisory and present client reviews and solutions.
• Collaborate with banking and investment partners to meet client financial needs.
• Progress through licensing milestones (SIE, Series 7, Series 66) to advance within Bank of America/Merrill.

Conoscenze

Client relationships

Time management

Communication

Sales orientation

Client needs assessment

Formazione

Bachelor’s degree

FINRA SIE certification

Descrizione del lavoro

Bank of America seeks an entry-level Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses and to develop foundational advisory skills.

You will work in a financial center delivering core banking and investment solutions while building relationships with clients and partnering with specialists. The role offers structured training and clear path to progression within Bank of America and Merrill.