Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: Lindon • Utah • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Obtain Securities Industry licenses and complete required classes.
  • Build and manage client relationships while guiding financial advice and solutions.
  • Deliver comprehensive advice and connect clients to banking and investment solutions.
  • Participate in ongoing training and coaching programs.

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
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development
  • Employee assistance program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Securities Industry licenses
Soft skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability