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Financial Solutions Advisor
Bank of America. Obtain Securities Industry licenses and complete training programs .
About the role
Key responsibilities & impact- Obtain Securities Industry licenses and complete training programs
- Build and manage client relationships while offering financial advice
- Deliver Bank of America’s core banking and investment solutions in financial centers
- Collaborate with core banking and investment partners to connect clients to solutions
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
- Retirement plans
- Paid time off
- Flexible working arrangements
- Professional development
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 advicebanking solutionsinvestment solutions
Soft Skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability