Financial Solutions Advisor I
Bank of America
full-time
Posted on:
Location Type: Office
Location: Greensboro • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Obtain Securities Industry licenses (SIE, Series 7, Series 66).
- Develop client relationships and manage their financial needs.
- Collaborate with banking and investment partners.
- Provide end-to-end comprehensive advice and recommendations.
Requirements
- 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
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptabilitymultitasking
Certifications
SIESeries 7Series 66