Financial Solutions Advisor – Registration Candidate

Role Overview

• Obtain Securities Industry licenses through dedicated classes
• Build and manage client relationships to guide them with financial advice and solutions
• Deliver Bank of America’s core banking investment solutions and client care
• Grow into advanced roles by demonstrating success
• Participate in ongoing training and support throughout career journey

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

• Competitive benefits to support physical, emotional, and financial well-being
• World-class training and onboarding programs
• One-on-one coaching from Academy managers