Manage a team providing financial and regulatory reporting for investment companies. Ensuring compliance and proper client servicing while assessing risks and directing issue resolution.
About the role
- Financial Solutions Advisor at Bank of America guiding clients through financial solutions and building relationships. Dual licensing and collaboration with core banking are key responsibilities.
Responsibilities
- Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
- Acquire, build, and manage client relationships.
- Guide clients with advice and solutions to achieve financial goals.
- Collaborate with core banking and investment partners.
- Deliver comprehensive advice and client reviews/presentations.
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
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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