Licensed Financial Solutions Advisor I - Training & Growth

Bank of America; North Augusta (SC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Licensing training program

Career development opportunities

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing coursework for SIE, Series 7 and 66, then develop foundational advisory skills. The role centers on acquiring, building and managing client relationships while guiding clients through financial options.

Training and progression to Stage II are provided within the academy framework. Initial duties focus on delivering core banking and investment solutions, while gaining exposure to a broad client portfolio in

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and identifying needs.
• Proven ability to communicate effectively and collaborate with peers.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, Series 66).
• Build and manage client relationships and provide guidance for financial needs.
• Present solutions and collaborate with banking and investment partners.

Skills

Licensing aptitude

Time management

Relationship building

Communication

Multi-tasking

Adaptability

Education

High School Diploma

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with licensing coursework for SIE, Series 7 and 66, then develop foundational advisory skills. The role centers on acquiring, building and managing client relationships while guiding clients through financial options.

Training and progression to Stage II are provided within the academy framework. Initial duties focus on delivering core banking and investment solutions, while gaining exposure to a broad client portfolio in