Financial Solutions Advisor with a focus on client relationship management and financial solutions. Working to obtain licenses and assist clients at Bank of America.
Responsibilities
Obtain Securities Industry licenses through dedicated classes.
Build and manage client relationships and provide financial advice.
Work in a financial center delivering banking and investment solutions.
Collaborate with banking and investment partners to meet client needs.
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 clients' interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
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