Licensed Financial Solutions Advisor I — Grow Client Impact

Bank of America; Marietta (GA); On-site; USD 52,000 - 78,000; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and 66, and to learn how to acquire, build, and manage client relationships while guiding clients through their financial lives with personalized advice.

You will start in a financial center, delivering banking and investment solutions and advancing to Stage II as you grow your advisory skills through the Academy’s programs, tools, and mentorship.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Build client relationships and provide end-to-end financial guidance for clients.
• Deliver client reviews and presentations with confidence and recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners to meet clients' financial needs.

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

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to begin licensing with SIE, Series 7 and 66, and to learn how to acquire, build, and manage client relationships while guiding clients through their financial lives with personalized advice.

You will start in a financial center, delivering banking and investment solutions and advancing to Stage II as you grow your advisory skills through the Academy’s programs, tools, and mentorship.