Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Roseville • California • 🇺🇸 United States
Visit company websiteSalary
💰 $29 - $34 per hour
Job Level
Mid-LevelSenior
About the role
- Your journey begins obtaining your Securities Industry licenses
- Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
- Be taught foundational skills needed to be an advisor
- Help to deliver Bank of America’s core banking, investment solutions and approach to client care
- Work in a financial center and provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence
- 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 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.
Hard skills
Securities Industry EssentialsSeries 7Series 66
Soft skills
self-disciplineclient relationship cultivationeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses