Financial Solutions Advisor Registration Candidate- Rogers FC jobs in United States
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Bank of America · 5 hours ago

Financial Solutions Advisor Registration Candidate- Rogers FC

Bank of America is committed to helping financial lives better through every connection. As a Financial Solutions Advisor Stage I, you will begin by obtaining your Securities Industry licenses and learn foundational skills to manage client relationships and provide financial advice.

Asset ManagementBankingFinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Obtain Securities Industry licenses including SIE, Series 7, and Series 66
Acquire, build, and manage client relationships
Guide clients with advice and solutions to help them with their financial needs
Work in a financial center delivering Bank of America's core banking and investment solutions
Participate in structured training and coaching programs
Provide end-to-end comprehensive advice and client reviews
Collaborate with banking and investment partners to meet clients' financial needs

Qualification

Securities Industry licensesClient relationship managementFinancial advisoryActive ListeningAttention to DetailCustomerIssue ManagementRisk ManagementPoliciesProceduresGuidelinesCausation AnalysisPipeline ManagementOral CommunicationsWritten CommunicationsClient Focus

Required

Aptitude in obtaining required industry licenses
Must be self-disciplined in managing time and capacity
Experience in cultivating client relationships, accessing needs and recommending solutions
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Preferred

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Company

Bank of America

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Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (645)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

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Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
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Rami Salem
SVP Strategic Competitive Intelligence
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Company data provided by crunchbase