Financial Advisor
Thrivent
Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Philadelphia • Pennsylvania • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
- You will receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams.
- You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions.
- Help to deliver Bank of America’s core banking, investment solutions, and approach to client care.
- Once you demonstrate success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Benefits
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry Essentials (SIE)Series 7Series 66financial analysisclient relationship managementinvestment solutions
Soft skills
self-disciplinetime managementeffective communicationcollaborationresults-driven mindsetadaptability
Certifications
Securities Industry licenses