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Financial Solutions Advisor
Bank of AmericaFinancial Solutions Advisor helping clients with banking and investment solutions through advice and management of client relationships. Obtain necessary licenses and build a successful career at Bank of America.
About the role
Key responsibilities & impact- Obtain your Securities Industry licenses through dedicated and personalized classes
- Acquire, build, and manage client relationships
- Guide clients with advice and solutions to help them live their best financial lives
- Work in a financial center to deliver Bank of America’s core banking and investment solutions
- Grow and deepen relationships within a portfolio of clients
- Provide end-to-end comprehensive advice
- Collaborate with core banking and investment partners
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
- SIE (Securities Industry Essentials)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Benefits
Comp & perks- affordable, competitive and flexible benefits
- flexible working hours
- world-class training and on-boarding programs
- one-on-one coaching from Academy managers
- dedicated programs, tools, and resources throughout your career journey
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
financial servicesclient relationship managementfinancial adviceinvestment solutionsportfolio managementtime managementmultitaskingproblem solving
Soft Skills
self-disciplineeffective communicationcollaborationresults-driven mindsetadaptability
Certifications
SIE (Securities Industry Essentials)