Licensed Financial Solutions Advisor I — Grow Client Wealth

Bank of America; Kansas City (MO); Sur place; USD 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Licensing training program

Career progression path

Résumé du poste

Bank of America in the United States is hiring a Financial Solutions Advisor Stage I to begin with securing required licenses (SIE, Series 7, Series 66). You will learn to acquire, grow and manage client relationships, using a consultative approach to recommend solutions that support clients' financial goals.

The Academy offers structured training, coaching, and progression through stages, including moving to Stage II and beyond as you gain licenses and client experience.

Qualifications

• Aptitude in obtaining required industry licenses.
• Time management and capacity to handle multiple tasks.
• Experience cultivating client relationships and needs-based solutions.
• Strong communication and collaboration within teams.
• Ability to learn new technology and adapt quickly.

Responsabilités

• Provide end-to-end comprehensive financial guidance to clients.
• Deliver client reviews and presentations with confidence.
• Recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners.

Connaissances

Licensing readiness

Time management

Client relationships

Communication

Multitasking

Tech adaptability

Formation

Bachelor's degree or in financial services

Description du poste

Bank of America in the United States is hiring a Financial Solutions Advisor Stage I to begin with securing required licenses (SIE, Series 7, Series 66). You will learn to acquire, grow and manage client relationships, using a consultative approach to recommend solutions that support clients' financial goals.

The Academy offers structured training, coaching, and progression through stages, including moving to Stage II and beyond as you gain licenses and client experience.