Financial Solutions Advisor Registration Candidate

1 day ago


FeastervilleTrevose PA USA, United States Bank of America Full time
Financial Solutions Advisor Registration Candidate

Join Bank of America's Advisor Development Program and become a Financial Solutions Advisor Registration Candidate in one of our over 4,000 financial center locations nationwide.

About the Role

As a Financial Solutions Advisor Registration Candidate, you will be part of our award-winning Academy at Bank of America, where you will receive hands-on training, personalized coaching, and dedicated support throughout your onboarding experience.

Key Responsibilities
  • Obtain your Securities Industry licenses, including SIE, Series 7, and Series 66, through structured lessons and dedicated study time.
  • Develop foundational skills to become a Financial Solutions Advisor, including acquiring, building, and managing client relationships, and providing comprehensive advice to help clients achieve their financial goals.
  • Collaborate with core banking and investment partners to connect clients to all of the solutions we provide through Bank of America and Merrill.
What We Offer
  • Unlimited potential for financial growth.
  • A strong referral base from across the business through our relationship with one in every two households.
  • Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
  • Robust marketing support to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Requirements
  • Set and accomplish goals, achieving whatever you put your mind to.
  • Be comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
  • Communicate clearly and confidently with clients from all walks of life.
  • Work well with others and collaborate productively to get things done.
  • Manage complexity, prioritize tasks, and execute in a fast-paced environment.
About Bank of America

Bank of America is a culture that believes in responsible growth and has a proven dedication to supporting the communities we serve. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.



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