Bank of America→
Financial Solutions Advisor Registration Candidate -SKOKIE AND EMERSON, IL
Entry LevelOn-siteFull-time
Location
Skokie
Salary
$60k–$70k/yr
Experience
1+ years
Posted
1 week ago
Skills
securities industry essentials (sie) licenseseries 7 licenseseries 66 licenseclient relationship managementfinancial advisoryrisk managementaccount managementpipeline managementissue managementpoliciesproceduresclient solutions advisoryresults-driven mindsetself-discipline
Job Description
Summary: Bank of America is committed to helping financial lives better through connections and responsible growth. As a Financial Solutions Advisor Stage I, you will obtain necessary securities licenses and learn foundational skills to manage client relationships and provide financial advice.
Responsibilities:
- 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. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business
- 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. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs
Required Qualifications:
- 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
Preferred Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Required Skills: Securities Industry Essentials (SIE) license, Series 7 license, Series 66 license, Client Relationship Management, Financial Advisory, Risk Management, Account Management, Pipeline Management, Issue Management, Policies, Procedures, Client Solutions Advisory, Results-driven mindset, Self-discipline
Benefits: Industry-leading benefits, Access to paid time off
Benefits
Industry-leading benefits
Access to paid time off