Financial Solutions Advisor

Role Overview

• Obtain Securities Industry licenses through dedicated classes
• Acquire skills to build and manage client relationships
• Help deliver banking, investment solutions, and client care
• Work in a financial center and grow career within Bank of America and Merrill

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

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees to contribute to sustainable growth