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
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