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Financial Solutions Advisor Stage I – Registration candidate – Consumer Investments

Financial Solutions Advisor Stage I – Registration candidate – Consumer Investments

CompanyBank of America
LocationMansfield, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry 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

    No responsibilities provided.

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.