Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Cupertino • California • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- Obtain your Securities Industry licenses
- Receive training in client relationship management
- Guide clients with advice and solutions to improve their financial lives
- Deliver Bank of America’s core banking and investment solutions
- Build a portfolio of clients and deepen relationships
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
- Health insurance
- Access to paid time off
- Resources and support for physical, emotional, and financial wellness
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry licenses
Soft skills
client relationship managementself-disciplineeffective communicationcollaborationresults-driven mindsettime managementadaptability