Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Arcadia • 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
- Guide clients with advice and solutions to help them live their best financial lives
- Collaborate with banking and investment partners
- Deliver Bank of America’s core banking and investment solutions
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 for employees
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 managementadaptabilityproblem-solving
Certifications
Securities Industry licenses