Stage I Financial Solutions Advisor: Licenses & Growth

Bank of America; Mount Vernon (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

Job summary

Bank of America in Mount Vernon is looking for a Financial Solutions Advisor Stage I. In this role, you will acquire essential licensing to guide client relationships effectively. You will be trained to provide personalized advice and help clients achieve financial goals. This position offers opportunities for career advancement based on performance.

The ideal candidate is customer-focused and capable of handling multiple tasks in a dynamic environment. Benefits and ongoing training are part of the package.

Qualifications

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

Responsibilities

• Acquire necessary Securities Industry licenses.
• Deliver Bank of America's banking, investment solutions, and client-care approach.
• Provide end-to-end comprehensive advice for clients.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Mount Vernon is looking for a Financial Solutions Advisor Stage I. In this role, you will acquire essential licensing to guide client relationships effectively. You will be trained to provide personalized advice and help clients achieve financial goals. This position offers opportunities for career advancement based on performance.

The ideal candidate is customer-focused and capable of handling multiple tasks in a dynamic environment. Benefits and ongoing training are part of the package.