Stage I Financial Solutions Advisor: Licenses & Growth

Bank of America; Stanwood (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

Paid time off and industry-leading benefits

Job summary

Bank of America is hiring a Financial Solutions Advisor Stage I in Stanwood, WA. You will start your career by acquiring necessary Securities Industry licenses and will learn essential skills to build and manage client relationships, guiding them in achieving their financial goals.

Successful candidates may progress to higher stages and will enjoy comprehensive training and coaching. This role is essential for those looking to shape their career in the financial services industry and offers a great opportunity for personal and professional growth.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships.
• Results-driven mindset while prioritizing clients’ interests.
• Ability to execute multiple tasks simultaneously.

Responsibilities

• Build, manage, and guide client relationships.
• Collaborate with core banking and investment partners.
• Provide end-to-end comprehensive advice.

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

Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Job description

Bank of America is hiring a Financial Solutions Advisor Stage I in Stanwood, WA. You will start your career by acquiring necessary Securities Industry licenses and will learn essential skills to build and manage client relationships, guiding them in achieving their financial goals.

Successful candidates may progress to higher stages and will enjoy comprehensive training and coaching. This role is essential for those looking to shape their career in the financial services industry and offers a great opportunity for personal and professional growth.