Financial Solutions Advisor Stage I–CI
| Company | Bank of America |
|---|---|
| Location | Portland, OR, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad |
Requirements
- Series 7 & 66 must be obtained within 120 days
- Series 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I role
- 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
- Mandarin Required
- High School Diploma / GED / Secondary School or equivalent
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
Preferred Qualifications
-
No preferred qualifications provided.