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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses through dedicated classes.
About the role
Key responsibilities & impact- Obtain Securities Industry licenses through dedicated classes.
- Build and manage client relationships by assessing their financial needs.
- Deliver Bank of America’s core banking and investment solutions.
- Provide comprehensive financial advice and solutions to clients.
- Collaborate with banking and investment partners to meet client needs.
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- 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.
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 licensesfinancial adviceinvestment solutionsbanking solutions
Soft Skills
client relationship managementtime managementeffective communicationcollaborationresults-driven mindsetadaptability