Financial Solutions Advisor Registration Candidate
1 day ago
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 RoleAs 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.
- 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.
- 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.
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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