Stage I Financial Solutions Advisor: Licenses & Growth

Bank of America; Marysville (WA); On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from Academy managers

Access to paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I in Marysville, WA. This role is crucial for building and managing client relationships while obtaining necessary licenses such as the Securities Industry Essentials, Series 7, and Series 66. You will receive extensive training and coaching to ensure you perform effectively in the role.

Successful candidates typically progress to higher stages, with opportunities for career advancement across Bank of America and Merrill. Enjoy a comprehensive benefits package and a supportive work environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.

Responsibilities

• Build, manage, and guide client relationships.
• Provide end-to-end comprehensive advice and recommend strategies.
• Collaborate with banking and investment partners to connect clients to solutions.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

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 Marysville, WA. This role is crucial for building and managing client relationships while obtaining necessary licenses such as the Securities Industry Essentials, Series 7, and Series 66. You will receive extensive training and coaching to ensure you perform effectively in the role.

Successful candidates typically progress to higher stages, with opportunities for career advancement across Bank of America and Merrill. Enjoy a comprehensive benefits package and a supportive work environment.