Financial Solutions Advisor Stage I
4 weeks ago
About the Role
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and guidance. As a Financial Solutions Advisor Stage I, you will play a critical role in delivering exceptional client experiences and building long-term relationships with our clients.
Key Responsibilities
- Obtain Securities Industry licenses, including SIE, Series 7, and Series 66, through dedicated training and support
- Develop foundational skills to become a successful advisor, including acquiring, building, and managing client relationships
- Provide comprehensive advice and guidance to clients, considering their complex financial pictures and recommending strategies to help them achieve their goals
- Collaborate with core banking and investment partners to connect clients to all of the solutions we provide through Bank of America and Merrill
What We Offer
- Unlimited potential for financial growth
- A strong referral base from across the business through our relationship with one in every two households
- Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education
- Robust marketing support to reach wider audiences with greater appeal
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
About Us
Bank of America is a culture that believes in responsible growth and has a proven dedication to supporting the communities we serve. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. We believe diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
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