Financial Solutions Advisor
Bank of America
Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Clinton • Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses through dedicated and personalized classes
- Build and manage client relationships and guide clients with financial advice
- Work in a financial center delivering Bank of America’s core banking and investment solutions
- Opportunity to advance to Financial Solutions Advisor Stage II and further roles
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
- Access to paid time off
- Resources and support for employees so they can make a genuine impact
- Industry-leading benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry licensesfinancial advicebanking solutionsinvestment solutions
Soft skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability