Financial Solutions Advisor
Bank of America
Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: San Antonio • Texas • 🇺🇸 United States
Visit company websiteJob Level
Junior
About the role
- 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.
- Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
- Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
- You will 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.
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.
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Bi-lingual Spanish speaking.
Benefits
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike.
- Collaborate with core banking and investment partners.
- Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
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 66financial advisinginvestment solutionsclient reviewsfinancial goal strategies
Soft skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses
