Onsite Financial Solutions Advisor

Posted 23 hours ago

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About the role

  • Financial Solutions Advisor at Bank of America obtaining Securities Industry licenses while building client relationships and delivering banking solutions. Progressing into Financial Solutions Advisor Stage II and growing client portfolios.

Responsibilities

  • Obtain Securities Industry licenses
  • Build and manage client relationships
  • Deliver Bank of America's core banking and investment solutions
  • Grow into Financial Solutions Advisor Stage II

Requirements

  • Aptitude in obtaining required industry licenses
  • 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
  • Executes multiple tasks simultaneously
  • Learns and adapts to new technology or applications

Benefits

  • world-class training and on-boarding programs
  • one-on-one coaching from Academy managers
  • build your network
  • end-to-end comprehensive advice
  • collaboration with core banking and investment partners

Job title

Financial Solutions Advisor

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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