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 taught foundational advisory skills to help clients live their best financial lives.
The position includes 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.
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Client relationship management
Time and capacity self-management
Consultative sales approach
Collaboration with banking and investment partners
In-office attendance with flexibility
SAFE Act registration compliance
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
One-on-one coaching and training
Building networks with diverse clients
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 GED
Minimum one year financial services or sales experience preferred