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 help clients live their best financial lives.
The Academy supports career growth with dedicated programs, tools, and resources, and the role includes working in a financial center to deliver core banking and investment solutions.
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 building and management
Consultative financial advising approach
Time and capacity self-management
Collaboration with banking and investment partners
Nice-to-have
Results-driven mindset
Effective communication and collaboration
Adaptability to new technology
Building peer relationships
Humanizing financial interactions
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 experience