Financial Solutions Advisor

Responsibilities Obtain your Securities Industry licenses including SIE, Series 7, Series 66 Acquire, build and manage client relationships Consider client’s complex financial picture and provide guidance Deliver Bank of America’s core banking, investment solutions, and client care Work in a financial center after achieving key milestones 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 Certifications & Qualifications SIE Series 7 Series 66 #J-18808-Ljbffr Jobtailor