Financial Solutions Advisor
Bank of America
Financial Solutions Advisor – Registration Candidate
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
- Obtain Securities Industry licenses with dedicated classes.
- Build and manage client relationships, advising on financial solutions.
- Work in a financial center delivering banking and investment solutions.
- Progress to Financial Solutions Advisor Stage II with demonstrated success.
- Collaborate with clients to achieve financial goals and 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
- industry-leading benefits
- access to paid time off
- resources and support to our employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry licensesfinancial solutionsbanking solutionsinvestment solutions
Soft skills
client relationship managementtime managementeffective communicationcollaborationresults-driven mindsetadaptability