Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders
Job Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn foundational skills to acquire, build, and manage client relationships, providing advice and solutions.
The company offers world-class training, one-on-one coaching, and opportunities to build your network and advance your career within Bank of America and Merrill.
Matching Summary
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
Skills & Requirements
Must-have
Financial Solutions Advisor
Client Relationship Management
Consultative Approach
Financial Advice and Solutions
Sales and Business Development
Nice-to-have
Client Experience Branding
Executive Presence
Risk Management
Collaboration with Partners
Key Requirements
Obtain SIE within 30 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration requirements
High School Diploma / GED / Secondary School or equivalent