Base: $28.85 - $33.65 hourly; bonus/equity: not in...
Obtaining securities industry licenses
Client relationship management
Time and capacity management
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 receive dedicated classes for Securities Industry Essentials, Series 7 and Series 66 Exams and foundational advisor skills training.
This role offers world-class training, coaching, and career growth 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.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
Obtaining Securities Industry licenses
Client relationship management
Time and capacity management
Consultative client needs assessment
Collaboration with banking and investment partners
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Building business knowledge
One-on-one coaching
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 minimum one year financial services or sales experience