Hybrid Financial Solutions Advisor

Posted 2 hours ago

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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

Financial Solutions Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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