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Financial Solutions Advisor Stage I
2 months ago
At Bank of America, we're committed to helping our clients achieve their financial goals through personalized advice and guidance. As a Financial Solutions Advisor Stage I, you'll play a critical role in delivering exceptional client experiences and driving business growth.
Key Responsibilities:- Obtain Securities Industry licenses, including SIE, Series 7, and Series 66, through structured lessons and dedicated study time.
- Develop foundational skills to build and manage client relationships, including acquiring, building, and managing client relationships.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners to connect clients to all of the solutions we provide through Bank of America and Merrill.
- Unlimited potential for financial growth.
- A strong referral base from across the business through our relationship with one in every two households.
- Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
- We believe in responsible growth and have a proven dedication to supporting the communities we serve.
- We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
- We believe diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
- We're committed to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.
Requirements:
- Set and accomplish goals, achieving whatever you put your mind to.
- Be comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
- Communicate clearly and confidently with clients from all walks of life.
- Work well with others and collaborate productively to get things done.
- Manage complexity, prioritize tasks, and execute in a fast-paced environment.
- Like to learn on your feet, adapting to new information and seeking the right solutions for clients.
- Efficiently manage your time and capacity.
- Be thorough and incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.
Desired Qualifications:
- Strong computer skills with an ability to multitask in a demanding environment.
- A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
