Financial Solutions Advisor beginning with obtaining securities licenses at Bank of America. Progressing through stages of development while delivering banking and investment solutions.
Responsibilities
Your journey begins obtaining your Securities Industry licenses.
Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Be taught the foundational skills needed to be an advisor.
Help deliver Bank of America’s core banking, investment solutions and approach to client care.
Progress into Financial Solutions Advisor Stage II after demonstrating success as a licensed Financial Solutions Advisor Stage I.
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.
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