Financial Solutions Advisor role at Bank of America guiding clients to achieve financial goals. Responsibilities include providing advice, triaging leads, and recommending products.
About the role
- Financial Representative addressing members' financial needs in the community while supporting regional growth. Role expands to include recruiting and developing other financial representatives.
Responsibilities
- Address members’ financial needs
- Demonstrate leadership in the community
- Support the continued growth of the local office
- Over time, expand to include recruiting, training, and developing other financial representatives
Requirements
- Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
- Possessing a competitive nature or experience as a former athlete is a bonus.
- Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
- Required Active Financial Licenses: SIE Certification or Willingness to Quickly Obtain Life/Health License or Willingness to Quickly Obtain
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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