Financial Solutions Advisor – Registration Candidate
Bank of America
full-time
Posted on:
Location Type: Office
Location: Coppell • Texas • United States
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About the role
- your journey begins obtaining your Securities Industry licenses
- you will be taught the foundational skills needed to be an advisor
- guide clients with advice and solutions to help them live their best financial lives
- help to deliver Bank of America’s core banking, investment solutions and approach to client care
- once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role
- provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals
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
- retirement plans
- paid time off
- flexible work arrangements
- professional development
- bonuses
- stock options
- equipment allowances
- wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Securities Industry licensesfinancial advisinginvestment solutionsclient reviewsstrategic recommendations
Soft Skills
self-disciplinetime managementclient relationship cultivationeffective communicationcollaborationresults-driven mindsetprioritizationadaptability