Financial Solutions Advisor… at Bank of America · Cupertino

Summary: Bank of America is dedicated to helping financial lives better through every connection. The Financial Solutions Advisor Stage I role involves obtaining necessary securities licenses and developing skills to manage client relationships while providing financial advice and solutions. Responsibilities: - Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams - Build and manage client relationships by considering their complex financial situations - Deliver Bank of America’s core banking and investment solutions to clients - Participate in structured training and coaching from Academy managers - Provide end-to-end comprehensive advice and client presentations - Collaborate with banking and investment partners to meet client 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 services industry knowledge, Investment management, Portfolio management, Risk management, Business acumen, Self-discipline, Results-driven mindset Benefits: Industry-leading benefits, Access to paid time off, Resources and support to our employees