Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders
Job Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills in client relationship management, financial advice, and solution delivery.
The company offers world-class training, one-on-one coaching, and opportunities for career advancement within Bank of America and Merrill.
Matching Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
Skills & Requirements
Must-have
Client relationship management
Financial needs assessment
Consultative approach
Collaboration with partners
Results-driven mindset
Nice-to-have
Executive presence
Strong peer relationships
Adaptability to new technology
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration required
Bachelor's degree or 1 year financial services/sales experience