Financial Solutions Advisor Registration Candidate-Consumer Investments
| Company | Bank of America |
|---|---|
| Location | Burlingame, CA, USA, San Francisco, CA, USA, San Mateo, CA, USA, Daly City, CA, USA, San Carlos, CA, USA, San Bruno, CA, USA |
| Salary | $28.85 – $33.65 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad |
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 including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams.
- Build and manage client relationships.
- Provide end-to-end comprehensive advice and deliver client reviews/presentations.
- Recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners to connect clients to solutions.
- Grow business knowledge using a defined consultative approach with clients.
Preferred Qualifications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.