Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Beverly Hills • California • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses.
- Build and manage client relationships to help them with their financial needs.
- Provide end-to-end comprehensive advice and deliver client reviews.
- Collaborate with core banking and investment partners to meet financial needs.
Requirements
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, assessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits.
- Access to paid time off.
- Resources and support to our employees to make a genuine impact and contribute to sustainable growth.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementcapacity managementadaptabilitymultitasking
Certifications
Securities Industry licenses