Financial Solutions Advisor
Bank of America
Financial Solutions Advisor – Registration Candidate
Bank of America
full-time
Posted on:
Location Type: Office
Location: Tucson • Arizona • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses
- Providing comprehensive advice to clients
- Building and managing client relationships
- Collaborating with banking and investment partners to meet client needs
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.
Hard skills
Securities Industry licenses
Soft skills
self-disciplineclient relationship managementeffective communicationcollaborationresults-driven mindsettime managementadaptability
