Teams at Bank of America

Provides client service support to multiple Financial Advisors, serving as a primary contact for client needs. Responsibilities include preparing accurate materials, fulfilling requests, educating clients about banking and investment offerings, maintaining relationships, supporting policy compliance and risk management, and assisting with daily team operations. The role requires strong communication, organization, client focus, adaptability, and proficiency with Microsoft Office and Salesforce.

Entry-level financial advisory role combining structured licensing training with client relationship development, financial needs assessment, investment and banking solution recommendations, portfolio growth, referrals, and client presentations. The candidate must obtain SIE, Series 7, and Series 66 licenses within specified deadlines, collaborate with banking partners, and work a Monday-Friday schedule with rotating Saturdays in an office-based financial center environment.

Entry-level Financial Solutions Advisor trainee who earns SIE, Series 7, and Series 66 licenses through structured training, then advises banking, small-business, and high-net-worth clients. Responsibilities include building client relationships, identifying needs, recommending banking and investment solutions, conducting client reviews, managing referrals and pipelines, and collaborating with banking and investment partners. The role requires SAFE Act registration, client-focused communication, time management, adaptability, and a results-driven approach.