Financial Solutions Advisor Registration Candidate - South End
Bank of America
Boston, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtaining securities industry licenses
Managing client relationships
Consultative approach with clients
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 obtain your Securities Industry licenses and be trained to build and manage client relationships while delivering core banking and investment solutions.
This role offers world-class training, dedicated coaching, and opportunities for career growth 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.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Managing client relationships
Consultative approach with clients
Collaborating with banking and investment partners
Time and capacity management
Adapting to new technology
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Building strong peer relationships
Client-focused advisory skills
Business knowledge growth
One-on-one coaching support
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
High School Diploma or equivalent
Experience in financial services or sales preferred
Work Rights
SAFE Act registration required for mortgage originations