Licensed Financial Solutions Advisor (SIE/7/66)

NBMBAA; Schaumburg (IL); On-site; USD 39,000 - 47,000; Full time

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with dedicated classes for SIE, Series 7 and 66, and to gain foundational client advisory skills. You’ll learn how to acquire, build and manage relationships while understanding clients’ financial needs.

As you progress to Stage II you will deliver end-to-end advice, work with core banking and investment partners, and participate in a structured career journey supported by academy tools, programs and mentors, shaping a path

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.
• Strong communication and collaboration skills.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Learns and adapts to new technology or applications.
• Self-discipline in time management.

Responsibilities

• Build and maintain client relationships and provide advisory solutions.
• Deliver end-to-end financial advice and client reviews.
• Collaborate with banking and investment partners to meet client needs.
• Progress through stages from FSA I to FSA II with ongoing development.

Skills

Licensing aptitude

Client relationship

Communication

Time management

Multi-tasking

Attention to detail

Risk management

Written communications

Oral communications

Education

Bachelor’s degree

FINRA SIE (Securities Industry Essentials)

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I to begin with dedicated classes for SIE, Series 7 and 66, and to gain foundational client advisory skills. You’ll learn how to acquire, build and manage relationships while understanding clients’ financial needs.

As you progress to Stage II you will deliver end-to-end advice, work with core banking and investment partners, and participate in a structured career journey supported by academy tools, programs and mentors, shaping a path