Financial Solutions Advisor Registration Candidate-Consumer Investments
| Company | Bank of America |
|---|---|
| Location | San Francisco, CA, USA |
| Salary | $28.85 – $33.65 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
- Communicates clearly and confidently with clients from all walks of life.
- Works well with others and collaborates productively to get things done.
- Can manage complexity, prioritize tasks and execute in a fast-paced environment.
- Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
Responsibilities
- Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams.
- Build and manage client relationships, providing comprehensive advice and solutions.
- Deliver client reviews/presentations and recommend strategies to help clients achieve their financial goals.
- Collaborate with core banking and investment partners to meet clients’ financial needs.
- Provide exceptional client care with industry-leading products, services, and education.
Preferred 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.