Financial Solutions Advisor Trainee
Bank of America
full-time
Posted on:
Location Type: Office
Location: San Antonio • Texas • 🇺🇸 United States
Visit company websiteJob Level
Entry Level
About the role
- As a Financial Solutions Advisor, your journey begins obtaining your Securities Industry licenses.
- You will receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
- You'll be taught foundational skills needed to be an advisor – from acquiring, building and managing client relationships.
- You will provide clients holistic financial advice and guidance.
- Collaborate with core banking and investment partners.
- Connect clients to all of the solutions we provide through Bank of America and Merrill.
Requirements
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
- Communicates clearly and confidently with clients from all walks of life.
- Works well with others and collaborates productively to get things done.
- Can manage complexity, prioritize tasks and execute in a fast-paced environment.
- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
- Strong computer skills with an ability to multitask in a demanding environment.
- A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
Benefits
- Unlimited potential for financial growth
- A strong referral base from across the business through our relationship with one in every two households.
- Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
- Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Securities Industry EssentialsSeries 7Series 66financial adviceclient relationship managementsales skillsregulatory due diligencegoal settingtime managementmultitasking
Soft skills
communicationcollaborationadaptabilityproblem-solvingrelationship buildinggoal achievementthoroughnesscomplexity managementprioritizationefficiency
Certifications
Securities Industry licenses