Financial Solutions Advisor

Role Overview

• Your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes.
• Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor.
• You will 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, Financial Solutions Advisor Stage II.
• You will have the opportunity to advance in many roles within Bank of America and Merrill.

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.
• Currently holds FINRA Securities Industry Essentials (SIE).
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Bilingual Mandarin.

Benefits

• This role is currently benefits eligible.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.