Bank of America
Financial Solutions Advisor Registration Candidate - East Dallas
Bank of America, Dallas, Texas, United States, 75215
Financial Solutions Advisor Registration Candidate - East Dallas
Join Bank of America as a Financial Solutions Advisor Stage I and begin your career in finance, obtaining your Securities Industry licenses, building client relationships, and advancing through the stages of development. Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within the first 120 days. Attend academy training and one‑on‑one coaching from academy managers. Develop a consultative approach, identify client needs, and recommend solutions. Deliver end‑to‑end comprehensive advice, conduct client reviews and presentations. Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions. Advance to Financial Solutions Advisor Stage II and deepen relationships within a portfolio of clients. Schedule
Monday – Fridays and rotating Saturdays Benefits
World‑class training and onboarding programs. One‑on‑one coaching from academy managers who are invested in your success. Define consultative approach to systematically identify client needs. Earn SIE, Series 7, and Series 66 licenses within required time. Build network by interacting with banking customers, small business owners, and high net worth clients. Provide end‑to‑end comprehensive advice and present confidently. Collaborate with core banking and investment partners to connect clients to solutions. Required Qualifications
Apprentice in obtaining required industry licenses. Self‑disciplined in managing time and capacity. Experience cultivating client relationships and recommending solutions. Strong peer relationships through effective communication and collaboration. Results‑driven mindset prioritizing client interest in a fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Bachelor’s degree and at least one year of financial services industry or sales experience. Skills
Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, Written Communications. Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent. Shift
1st shift (United States of America) Hours Per Week
40 Location
East Dallas, TX
#J-18808-Ljbffr
Join Bank of America as a Financial Solutions Advisor Stage I and begin your career in finance, obtaining your Securities Industry licenses, building client relationships, and advancing through the stages of development. Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within the first 120 days. Attend academy training and one‑on‑one coaching from academy managers. Develop a consultative approach, identify client needs, and recommend solutions. Deliver end‑to‑end comprehensive advice, conduct client reviews and presentations. Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions. Advance to Financial Solutions Advisor Stage II and deepen relationships within a portfolio of clients. Schedule
Monday – Fridays and rotating Saturdays Benefits
World‑class training and onboarding programs. One‑on‑one coaching from academy managers who are invested in your success. Define consultative approach to systematically identify client needs. Earn SIE, Series 7, and Series 66 licenses within required time. Build network by interacting with banking customers, small business owners, and high net worth clients. Provide end‑to‑end comprehensive advice and present confidently. Collaborate with core banking and investment partners to connect clients to solutions. Required Qualifications
Apprentice in obtaining required industry licenses. Self‑disciplined in managing time and capacity. Experience cultivating client relationships and recommending solutions. Strong peer relationships through effective communication and collaboration. Results‑driven mindset prioritizing client interest in a fast‑paced environment. Executes multiple tasks simultaneously. Learns and adapts to new technology or applications. Desired Qualifications
Bachelor’s degree and at least one year of financial services industry or sales experience. Skills
Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications, Issue Management, Client Solutions Advisory, Pipeline Management, Active Listening, Attention to Detail, Risk Management, Policies, Procedures, and Guidelines, Client Management, Causation Analysis, Written Communications. Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent. Shift
1st shift (United States of America) Hours Per Week
40 Location
East Dallas, TX
#J-18808-Ljbffr