Licensed Financial Solutions Advisor – Training & Growth

Bank of America; New Bern (NC); Presencial; USD 42 000 - 66 000; Tempo integral

Resumo da oferta

Bank of America seeks a Financial Solutions Advisor StageI to begin with licensing for SIE, Series7 and Series66. You will learn to acquire, build and manage client relationships, then deliver banking and investment solutions with a client-centric approach.

Progression to StageII is available alongside dedicated training through the Academy. You will start in a financial center, interact with banking customers and high net worth clients, and work toward a broad set of licenses within strict

Qualificações

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Ability to build peer relationships through communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client interests.

Conhecimentos

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

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America seeks a Financial Solutions Advisor StageI to begin with licensing for SIE, Series7 and Series66. You will learn to acquire, build and manage client relationships, then deliver banking and investment solutions with a client-centric approach.

Progression to StageII is available alongside dedicated training through the Academy. You will start in a financial center, interact with banking customers and high net worth clients, and work toward a broad set of licenses within strict