Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Raleigh • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses
- Build and manage client relationships
- Provide financial advice and solutions
- Deliver Bank of America’s core banking and investment solutions
- Progress through stages to advance career
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
- Competitive benefits for well-being
- Training and development programs
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 managementadaptabilitymultitasking
Certifications
Securities Industry licenses