Bank of America

Financial Solutions Registration Candidate

Bank of America

full-time

Posted on:

Location Type: Office

Location: Bedford • Massachusetts • 🇺🇸 United States

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Salary

💰 $29 - $34 per hour

Job Level

Mid-LevelSenior

About the role

  • As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
  • You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships.
  • Once you have reached your key milestones, you will begin working in a financial center to help deliver Bank of America’s core banking, investment solutions and approach to client care.
  • The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
  • 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 licensesfinancial adviceclient reviewsinvestment solutions
Soft skills
self-disciplinetime managementclient relationship cultivationeffective communicationcollaborationresults-driven mindsetprioritizationadaptability
Certifications
Securities Industry licenses