Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Louisville • Kentucky • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- Participate in dedicated training to obtain SIE, Series 7 and Series 66 licenses
- Acquire, build and manage client relationships using a consultative approach
- Deliver Bank of America’s core banking and investment solutions and client care
- Provide end-to-end comprehensive advice, deliver client reviews/presentations, and recommend strategies to help clients achieve financial goals
- Collaborate with core banking and investment partners (Bank of America and Merrill)
- Start training at a financial center, then work in a financial center or phone-based capacity depending on business needs
- Progress from Financial Solutions Advisor Stage I to Stage II and pursue advancement within Bank of America and Merrill
- Use defined consultative approach and leverage company relationships to grow business
Requirements
- Obtain Securities Industry Essentials (SIE) within 30 days of hire
- Obtain Series 7 and Series 66 (63 & 65 accepted in lieu of 66) within 120 days of hire
- 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 (desired)
- SAFE Act registration required for employees engaged in residential loan mortgage originations; subject to background check and federal registry
Benefits
- World-class training and on-boarding programs
- One-on-one coaching from Academy managers
- Structured lessons and dedicated study time to earn SIE, Series 7 and Series 66
- Dedicated programs, tools, and resources for career development
- Competitive benefits supporting physical, emotional, and financial well-being
- Multi-faceted flexibility approach depending on role
- Opportunities to learn, grow, and make an impact
- Community engagement and inclusion initiatives
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 solutionsclient reviewsfinancial goalsconsultative approachtime managementsales experience
Soft skills
client relationship managementeffective communicationcollaborationresults-driven mindsetself-disciplineadaptabilityprioritizationproblem-solving
Certifications
SAFE Act registration