Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments - Mancheste[...]

Job Title: Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments - Manchester Financial Center

Location: Manchester

Time Type: Full time

Posted On: 2 Days Ago

Job Requisition ID: 25004122

Job Description:

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding experience.

Responsibilities:

1. Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 Exams.
2. Build and manage client relationships while providing advice and solutions to help clients live their best financial lives.
3. Work in a financial center to deliver Bank of America’s core banking and investment solutions.
4. Progress to Financial Solutions Advisor Stage II upon demonstrating success as a licensed Financial Solutions Advisor Stage I.
5. Complete SAFE Act registration requirements and maintain good standing.

We’ll help you:

1. Build a successful career at Bank of America through world-class training and onboarding programs.
2. Get training and one-on-one coaching from Academy managers.
3. Grow your business knowledge through a defined consultative approach with clients.
4. Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses.
5. Build your network by interacting with a diverse clientele.
6. Provide comprehensive advice and recommend strategies to help clients achieve their financial goals.

Required Qualifications:

1. Sets and accomplishes goals.
2. Comfortable in a sales role and nurturing relationships with prospective clients.
3. Communicates clearly and confidently with diverse clients.
4. Collaborates productively with others.
5. Manages complexity and prioritizes tasks in a fast-paced environment.
6. Adapts to new information and seeks solutions for clients.
7. Efficiently manages time and capacity.

Desired Qualifications:

1. Strong computer skills with the ability to multitask.
2. A bachelor’s degree or 1-2 years’ experience in financial services or sales.
3. Experience in assessing client needs and managing relationships.

Shift: 1st shift (United States of America)

Hours Per Week: 40

About Us

Bank of America is committed to helping employees through transitions resulting from workforce reductions or realignments.