Financial Solutions Advisor

Role Overview

• Your journey begins obtaining your Securities Industry licenses.
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence.
• Collaborate with core banking and investment partners.

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

• This role is currently benefits eligible.
• We provide industry-leading benefits.
• Access to paid time off.
• Resources and support to our employees.