Licensed Financial Solutions Advisor — Start Your Growth Path

Bank of America; North Charleston (SC); In loco; USD 45.000 - 75.000; Tempo pieno

Descrizione del lavoro

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to start with Securities Industry essentials licenses (SIE) and Series exams. You will learn the advisory foundations, build client relationships, and progressively work in a financial center delivering core banking and investment solutions.

The program emphasizes hands-on training, mentorship, and a defined path to Stage II, with opportunities across Merrill and Bank of America roles as you advance.

Competenze

• 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.

Mansioni

• Provide end-to-end wealth advisory guidance, delivering solutions to meet client financial goals.
• Build and manage relationships with banking customers and high-net-worth clients.
• Collaborate with banking and investment partners to offer comprehensive solutions.

Conoscenze

Licensing Aptitude

Time Management

Client Relationships

Communication & Collaboration

Results Driven

Multitasking

Tech Adaptability

Formazione

Bachelor’s degree

Descrizione del lavoro

Bank of America in the United States is seeking a Financial Solutions Advisor Stage I to start with Securities Industry essentials licenses (SIE) and Series exams. You will learn the advisory foundations, build client relationships, and progressively work in a financial center delivering core banking and investment solutions.

The program emphasizes hands-on training, mentorship, and a defined path to Stage II, with opportunities across Merrill and Bank of America roles as you advance.