Stage I Financial Solutions Advisor: Licenses & Growth

Bank of America; Snohomish (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 to begin their career in the financial industry. This role includes obtaining necessary licenses, delivering core banking and investment solutions, and building relationships with clients. As you progress, opportunities in various roles across the organization will be available.

The ideal candidate will have a high school diploma, strong customer service skills, and the ability to adapt to new technologies. The position offers comprehensive training programs and a supportive team 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.
• Success in building strong peer relationships through communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Comfort learning and adapting to new technology or applications.

Responsibilities

• Learn foundational skills needed to be an advisor.
• Deliver Bank of America's core banking, investment solutions, and client-care approach.
• Build and manage client relationships to achieve financial goals.
• Collaborate with core banking and investment partners to connect clients to solutions.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to begin their career in the financial industry. This role includes obtaining necessary licenses, delivering core banking and investment solutions, and building relationships with clients. As you progress, opportunities in various roles across the organization will be available.

The ideal candidate will have a high school diploma, strong customer service skills, and the ability to adapt to new technologies. The position offers comprehensive training programs and a supportive team environment.