Hybrid Financial Solutions Advisor

Posted last month

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About the role

  • Join us as a Financial Solutions Advisor Stage I (FSA I) where you will obtain your Securities Industry licenses.
  • You will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships.
  • Help deliver Bank of America’s core banking and investment solutions to clients.
  • Once you demonstrate success, you will progress into the next role, Financial Solutions Advisor Stage II, to grow and deepen client relationships.
  • Collaborate with core banking and investment partners to connect clients to the solutions we provide.

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

  • This role is currently benefits eligible.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Job title

Financial Solutions Advisor

Job type

Experience level

Mid levelSenior

Salary

$29 - $34 per hour

Degree requirement

High School Diploma

Location requirements

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