Financial Solutions Advisor

Role Overview

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Build and manage client relationships
• Provide advice and solutions to clients’ financial needs
• Deliver Bank of America’s core banking and investment solutions
• Collaborate with banking and investment partners
• Achieve key milestones for career progression

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

• World-class training and onboarding programs
• One-on-one coaching from Academy managers
• Business knowledge development through a consultative approach
• Security Industry Essentials (SIE), Series 7 and Series 66 licenses training