Financial Solutions Advisor | Licensing & Career Growth

Bank of America; Georgia; Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Bank of America is seeking a Financial Solutions Advisor Stage I–II to build and manage client relationships, obtain securities licenses, and deliver tailored financial solutions. The role progresses through training and licensing, moving toward advisory responsibilities within a financial center.

You’ll develop with structured programs, interact with banking and investment partners, and grow with a focus on client outcomes.

Qualifications

• 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.

Responsabilités

• Build and manage client relationships to identify needs and provide solutions.
• Deliver end-to-end comprehensive financial advice to clients.
• Collaborate with banking and investment partners.
• Prospect and grow a portfolio of clients.
• Provide client reviews and presentations to guide decisions.

Connaissances

Licensing process completion

Client relationship skills

Time management

Communication & collaboration

Adaptability to new technology

Formation

Bachelor's degree preferred

Description du poste

Bank of America is seeking a Financial Solutions Advisor Stage I–II to build and manage client relationships, obtain securities licenses, and deliver tailored financial solutions. The role progresses through training and licensing, moving toward advisory responsibilities within a financial center.

You’ll develop with structured programs, interact with banking and investment partners, and grow with a focus on client outcomes.