About this role

your journey begins obtaining your Securities Industry licenses
you will be taught the foundational skills needed to be an advisor
guide clients with advice and solutions to help them live their best financial lives
help to deliver Bank of America’s core banking, investment solutions and approach to client care
once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role
provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals

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.

Financial Solutions Advisor – Registration Candidate

Key skills