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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses through dedicated classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
About the role
Key responsibilities & impact- Obtain Securities Industry licenses through dedicated classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
- Build and manage client relationships, providing advice and solutions for their financial needs.
- Work in a financial center to deliver Bank of America’s core banking and investment solutions.
- Progress to Financial Solutions Advisor Stage II role upon demonstration of success.
Requirements
What you’ll need- 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
Comp & perks- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Securities Industry Essentials (SIE)Series 7Series 66
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability
Certifications
Securities Industry licenses