Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Oklahoma City • Oklahoma • United States
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About the role
- Assisting clients to live their best financial lives through personalized advice
- Building and managing client relationships while guiding them through complex financial decisions
- Collaborating with core banking and investment partners
- Delivering comprehensive financial advice and client presentations
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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Benefits
- 401(k) matching
- Professional development programs
- Health, dental, and vision insurance
- Paid time off including holidays and sick leave
- Wellness programs
- Training and one-on-one coaching
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
industry licenses