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 in foundational advising skills to help clients achieve their financial goals.
The role offers world-class training, one-on-one coaching, and career advancement opportunities 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
Consultative financial advising
Time and capacity self-management
Collaboration with banking partners
Use of financial technology applications
Nice-to-have
Results-driven mindset
Effective communication skills
Adaptability to new technology
Peer relationship building
Inclusive workplace culture
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
Minimum one year financial services or sales experience preferred