Onsite Financial Solutions Advisor – Registration Candidate

Posted 1 hour ago

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About the role

  • Financial Solutions Advisor guiding clients in financial solutions and investment management at Bank of America. In-office role with a focus on building lasting client relationships and delivering core banking services.

Responsibilities

  • Obtain Securities Industry licenses through dedicated classes
  • Build and manage client relationships to guide them with financial advice and solutions
  • Deliver Bank of America’s core banking investment solutions and client care
  • Grow into advanced roles by demonstrating success
  • Participate in ongoing training and support throughout career journey

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

  • Competitive benefits to support physical, emotional, and financial well-being
  • World-class training and onboarding programs
  • One-on-one coaching from Academy managers

Job title

Financial Solutions Advisor – Registration Candidate

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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