Financial Solutions Advisor Registration Candidate
| Company | Bank of America |
|---|---|
| Location | Omaha, NE, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
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.
Responsibilities
- Obtain Securities Industry licenses (SIE, Series 7, and Series 66).
- Learn foundational skills needed to be an advisor, including acquiring, building, and managing client relationships.
- Guide clients with advice and solutions to help them achieve their financial goals.
- Deliver Bank of America’s core banking and investment solutions to clients.
- Provide end-to-end comprehensive advice and deliver client reviews/presentations.
- Collaborate with core banking and investment partners to connect clients to solutions.
Preferred Qualifications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience