Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Baltimore • Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- Build a successful career at Bank of America through world-class training and onboarding 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) through structured lessons and dedicated study time
- 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
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 employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Security Industry Essentials (SIE)Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license
Soft skills
self-disciplineclient relationship cultivationeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
SIESeries 7Series 66Series 63Series 65