Financial Solutions Advisor - Registration Candidate - Pecan & Ware Financial Ce
The Association of Technology, Management and Applied Engineering, Denver, Colorado, United States, 80285
Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and flexibility based on role‑specific considerations.
As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses, receive training for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams, and learn foundational skills needed to be an advisor—acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients.
After reaching key milestones, you will work in a financial center, delivering Bank of America’s core banking and investment solutions. Successful completion of Stage I typically leads to Stage II, where you deepen relationships within a portfolio of clients and may advance within Bank of America and Merrill. The Academy supports you with programs, tools, and resources throughout your career.
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to maintain SAFE Act registration may result in immediate termination.
We’ll help you
Build a successful career at Bank of America with world‑class training and onboarding programs.
Receive training and one‑on‑one coaching from Academy managers.
Grow business knowledge through a consultative approach to identify client needs and provide solutions.
Earn your SIE, Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) within specified timelines.
Build a network by interacting with banking customers, small business owners, and higher net‑worth clients.
Provide end‑to‑end comprehensive advice, conduct reviews/presentations, and recommend strategies to help clients achieve financial goals.
Collaborate with core banking and investment partners to meet almost all client financial needs.
Required Qualifications
Aptitude for obtaining required industry licenses.
Self‑disciplined time and capacity management.
Experience cultivating client relationships, assessing needs and recommending solutions.
Strong peer relationships through effective communication and collaboration.
Results‑driven mindset while prioritizing client interest in a fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Learning agility with new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or at least one year of financial services or sales experience.
Spanish speaking.
Skills
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent.
Schedule Monday – Friday and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40
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Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and flexibility based on role‑specific considerations.
As a Financial Solutions Advisor Stage I (FSA I), you will obtain Securities Industry licenses, receive training for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams, and learn foundational skills needed to be an advisor—acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients.
After reaching key milestones, you will work in a financial center, delivering Bank of America’s core banking and investment solutions. Successful completion of Stage I typically leads to Stage II, where you deepen relationships within a portfolio of clients and may advance within Bank of America and Merrill. The Academy supports you with programs, tools, and resources throughout your career.
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to maintain SAFE Act registration may result in immediate termination.
We’ll help you
Build a successful career at Bank of America with world‑class training and onboarding programs.
Receive training and one‑on‑one coaching from Academy managers.
Grow business knowledge through a consultative approach to identify client needs and provide solutions.
Earn your SIE, Series 7, and Series 66 licenses (63 & 65 accepted in lieu of 66) within specified timelines.
Build a network by interacting with banking customers, small business owners, and higher net‑worth clients.
Provide end‑to‑end comprehensive advice, conduct reviews/presentations, and recommend strategies to help clients achieve financial goals.
Collaborate with core banking and investment partners to meet almost all client financial needs.
Required Qualifications
Aptitude for obtaining required industry licenses.
Self‑disciplined time and capacity management.
Experience cultivating client relationships, assessing needs and recommending solutions.
Strong peer relationships through effective communication and collaboration.
Results‑driven mindset while prioritizing client interest in a fast‑paced environment.
Ability to execute multiple tasks simultaneously.
Learning agility with new technology or applications.
Desired Qualifications
Currently holds FINRA Securities Industry Essentials (SIE).
Bachelor’s degree and/or at least one year of financial services or sales experience.
Spanish speaking.
Skills
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent.
Schedule Monday – Friday and rotating Saturdays.
Shift 1st shift (United States of America).
Hours Per Week 40
#J-18808-Ljbffr