Licensed Financial Solutions Advisor — Start with SIE/Series

Bank of America; Mission Viejo (CA); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

World-class training and on-boarding

One-on-one coaching from Academy管理ers

Licensing prep: SIE, Series 7, Series

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Mission Viejo, CA. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships, delivering guidance to help clients meet their financial goals and life priorities, with a focus on humanized financial interactions.

Upon licensing, you will join a financial center to provide core banking and investment solutions, pursuing growth with Merrill and other

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.

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

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I in Mission Viejo, CA. You will begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and learn to build and manage client relationships, delivering guidance to help clients meet their financial goals and life priorities, with a focus on humanized financial interactions.

Upon licensing, you will join a financial center to provide core banking and investment solutions, pursuing growth with Merrill and other