Licensed Financial Solutions Advisor – Training & Growth

Bank of America

Richardson (TX)

On-site

USD 48,000 - 72,000

Full time

6 days ago

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Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry Essentials, Series 7 and Series 66 licensing. The role focuses on building client relationships, delivering comprehensive guidance and solutions to support clients' financial goals, with progression to Stage II upon licensed success.

You will train in a financial center, then progress to advisory responsibilities, collaborating with banking and investment partners while navigating a client-first,

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

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

Job description

You will train in a financial center, then progress to advisory responsibilities, collaborating with banking and investment partners while navigating a client-first,

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