Licensed Financial Solutions Advisor I: Growth & Training

Bank of America; Michigan; On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America seeks a driven Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses, then build client relationships and deliver advisory solutions. Training is provided through the Academy with dedicated coaching to ensure licensing success and successful client engagement.

You will start at a financial center, interacting with banking customers, small business owners, and high-net-worth clients, progressing to broader roles within Bank of America and

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

• Acquire, build and manage client relationships and provide advice.
• Deliver Bank of America’s core banking and investment solutions.
• Provide end-to-end client reviews and presentations.
• Collaborate with banking and investment partners.
• Serve clients through a consultative approach.

Skills

Client experience

Branding

Client solutions

Advisory

Investment management

Pipeline management

Referral management

Client management

Portfolio management

Prospecting

Referral identification

Executive presence

Oral communications

Education

Bachelor's degree in finance or related field

Job description

Bank of America seeks a driven Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses, then build client relationships and deliver advisory solutions. Training is provided through the Academy with dedicated coaching to ensure licensing success and successful client engagement.

You will start at a financial center, interacting with banking customers, small business owners, and high-net-worth clients, progressing to broader roles within Bank of America and