Financial Solutions Advisor

Role Overview

• Obtain Securities Industry licenses through dedicated classes
• Manage client relationships and provide financial advice
• Deliver Bank of America’s core banking and investment solutions
• Collaborate with core banking and investment partners
• Perform end-to-end comprehensive advice and client presentations

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

• Health insurance
• Retirement plans
• Paid time off
• Flexible work arrangements
• Professional development
• Bonuses
• Stock options
• Wellness programs