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 learn foundational advisory skills to support clients’ financial goals.
The role offers world-class training, one-on-one 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
Managing client relationships
Consultative client needs assessment
Collaborating with banking and investment partners
Time and capacity self-management
Multi-tasking in fast-paced environment
Nice-to-have
Effective communication and collaboration
Results-driven mindset
Adaptability to new technology
Building business knowledge
Client-focused advisory skills
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 equivalent financial services experience
Minimum one year financial services or sales experience