At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
As a Financial Solutions Advisor Stage I, you will receive dedicated training for Securities Industry Essentials, Series 7, and Series 66 exams and foundational advisor skills.
The role offers a career path with ongoing support, coaching, and opportunities to advance within Bank of America and Merrill.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Client relationship management
Time and capacity self-management
Consultative client needs assessment
Multi-tasking in fast-paced environment
Collaboration with banking and investment partners
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Building peer relationships
Humanizing financial interactions
Key Requirements
Securities Industry Essentials (SIE) license within 30 days
Series 7 and Series 66 licenses within 120 days
SAFE Act registration and background check
Bachelor's degree or one year financial services experience