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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor at Bank of America helping clients obtain licenses and providing financial advice and solutions. Build relationships and assist clients in achieving financial wellness through core banking services.
About the role
Key responsibilities & impact- Obtain Securities Industry licenses
- Learn foundational skills to be an advisor
- Help deliver core banking and investment solutions
- Build and manage client relationships
- Provide end-to-end comprehensive advice
- Recommend strategies to help clients achieve financial goals
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, assessing 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- Comprehensive health insurance
- Wellness programs
- Professional development opportunities
- Paid time off
- Flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
self-disciplinetime managementclient relationship cultivationneeds assessmentsolution recommendationeffective communicationcollaborationresults-driven mindsettask executionadaptability
Certifications
Securities Industry licenses