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Financial Solutions Advisor
Bank of America. Begin obtaining Securities Industry licenses such as SIE, Series 7, and Series 66 exams.
About the role
Key responsibilities & impact- Begin obtaining Securities Industry licenses such as SIE, Series 7, and Series 66 exams.
- Learn foundational skills to be an advisor, including managing client relationships and guiding them with advice.
- Work in a financial center delivering core banking and investment solutions.
- Advance in roles within Bank of America and Merrill, while being supported by dedicated programs and resources throughout the career journey.
Requirements
What you’ll need- 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 clients' interests 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.
- Currently holds FINRA Securities Industry Essentials (SIE).
Benefits
Comp & perks- Competitive benefits to support physical, emotional, and financial wellness.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Securities Industry Essentials (SIE)Series 7Series 66financial servicessales experience
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability