Financial Solutions Advisor
Jobtailor
Responsibilities As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses You will be taught the foundational skills needed to be an advisor Help to deliver Bank of America’s core banking, investment solutions and approach to client care Once successful, you will typically progress into the next role, Financial Solutions Advisor Stage II Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence Collaborate with core banking and investment partners Requirements 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 Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Bilingual Mandarin Preferred #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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