Bank of America is committed to helping financial lives better through every connection. As a Financial Solutions Advisor Stage I, you will learn to build and manage client relationships while obtaining necessary securities licenses and providing financial advice to clients.
Responsibilities:
- Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams
- Acquire, build and manage client relationships
- Consider a client’s complex financial picture and guide them with advice and solutions
- Work in a financial center to deliver Bank of America’s core banking and investment solutions
- Grow and deepen relationships within a portfolio of clients as a Financial Solutions Advisor Stage II
- Provide end-to-end comprehensive advice and deliver client reviews/presentations
- Collaborate with core banking and investment partners to connect clients to solutions