Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Office

Location: El Cerrito • California • United States

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Salary

💰 $29 - $34 per hour

About the role

  • Your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes.
  • Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor.
  • You will 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, Financial Solutions Advisor Stage II.
  • You will have the opportunity to advance in many roles within Bank of America and Merrill.

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.
  • Currently holds FINRA Securities Industry Essentials (SIE).
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
  • Bilingual Mandarin.
Benefits
  • This role is currently benefits eligible.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Applicant Tracking System Keywords

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

Hard Skills & Tools
Securities Industry licensesFINRA Securities Industry Essentials (SIE)financial services experiencesales experience
Soft Skills
self-disciplineclient relationship cultivationeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses