Onsite Financial Solutions Advisor

Posted 2 hours ago

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About the role

  • 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.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible work arrangements
  • Professional development opportunities

Job title

Financial Solutions Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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