Financial Solutions Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: League City • Texas • United States
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About the role
- Obtain Securities Industry licenses including SIE, Series 7, and Series 66
- Acquire, build, and manage client relationships
- Guide clients with advice and solutions for their financial needs
- Deliver core banking and investment solutions
- Collaborate with banking and investment partners
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
- world-class training and onboarding programs
- one-on-one coaching from Academy managers
- opportunities to learn and grow
- diverse and inclusive workplace
- competitive benefits to support physical, emotional, and financial well-being
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SIESeries 7Series 66
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses