Financial Planning and Analysis

• Your journey begins obtaining your Securities Industry licenses.
• Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor.
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• 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.

Financial Solutions Advisor

Senior Financial Analyst

Vice President, Investment Strategist – Retirement Services

FP&A Manager

Financial Representative

Commercial Real Estate Broker – Debt, Equity, Investment Sales