Financial Solutions Advisor Registration Candidate – Consumer Investments
| Company | Bank of America |
|---|---|
| Location | Delanco, NJ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Demonstrates willingness to complete required industry licensing
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Responsibilities
- Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals
- Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions
- Engage and share value proposition with customers in the lobby
- Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds
- Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex
- Communicate effectively
- Strong computer skills with an ability to multitask in a fast paced environment
- Ability to adapt and seek solutions for clients in a fast-paced environment
Preferred Qualifications
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously