Financial Planning and Analysis

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses.
• You will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to guiding them with advice and solutions.
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• 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.

Financial Solutions Advisor – Registration Candidate

Associate Planning Director – Financial Planning Engagement Desk