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.
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