Licensed Financial Solutions Advisor: SIE & Series Prep

Bank of America; Winnetka (IL); On-site; USD 55,000 - 80,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build client relationships through a structured training path.

You will obtain SIE, Series 7 and Series 66, learn to acquire, build and manage client relationships and guide clients with comprehensive solutions. As you progress to Stage II, you’ll expand within Merrill and Bank of America, supported by the Academy for ongoing development.

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 to guide financial solutions.
• Deliver end-to-end comprehensive advice and client reviews.
• Collaborate with core banking and investment partners to meet client needs.
• Help clients live their best financial lives with suitable solutions.

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

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s degree

FINRA SIE (desirable)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build client relationships through a structured training path.

You will obtain SIE, Series 7 and Series 66, learn to acquire, build and manage client relationships and guide clients with comprehensive solutions. As you progress to Stage II, you’ll expand within Merrill and Bank of America, supported by the Academy for ongoing development.