Trainee in Controlling/Finance for VINCI Energies, participating in diverse projects and tasks. Preparing for a long - term career with a focus on networking and professional development.
About the role
- Financial Solutions Advisor assisting clients with banking and investment solutions at Bank of America. Requires obtaining industry licenses and cultivating client relationships for financial success.
Responsibilities
- Your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes.
- Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor.
- You will help to deliver Bank of America’s core banking, investment solutions and approach to client care.
- Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II.
- You will have the opportunity to advance in many roles within Bank of America and Merrill.
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.
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Bilingual Mandarin.
Benefits
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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