Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Alpharetta • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country.
- Connect with 67 million clients through a growing specialist workforce and our world-class digital platform.
- Provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement.
- As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
- Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
- Begin working in a financial center where you will assist in managing client relationships and guiding them with advice and solutions to help them live their best financial lives.
Requirements
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
- Communicates clearly and confidently with clients from all walks of life.
- Works well with others and collaborates productively to get things done.
- Can manage complexity, prioritize tasks and execute in a fast-paced environment.
- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
- Strong computer skills with an ability to multitask in a demanding environment.
- A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Benefits
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.
- 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.
- Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
- Unlimited potential for financial growth.
- A strong referral base from across the business through our relationship with one in every two households.
- Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
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 66client relationship managementfinancial solutionsinvestment solutions
Soft skills
goal settingsales skillsrelationship buildingclear communicationcollaborationtime managementadaptabilityproblem solving
Certifications
Securities Industry licenses