Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Brentwood • California • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- As a Financial Solutions Advisor Stage I (FSA I), you will begin obtaining your Securities Industry licenses.
- Receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams.
- Help deliver Bank of America’s core banking, investment solutions and approach to client care.
- Collaborate with core banking and investment partners.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Requirements
- 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.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry Essentials (SIE)Series 7Series 66
Soft skills
self-disciplineclient relationship cultivationeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses