Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Ashland • Massachusetts • 🇺🇸 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), your journey begins obtaining your Securities Industry licenses.
- Obtain your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
- Learn foundational skills needed to be an advisor – from acquiring, building and managing client relationships.
- Guide clients with advice and solutions to help them live their best financial lives.
- Work in a financial center delivering Bank of America’s core banking, investment solutions and client care.
- Progress into the next role, Financial Solutions Advisor Stage II, continuing to practice skills learned.
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 managementeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses