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Financial Solutions Advisor Registration Investments-San Antonio Area
4 weeks ago
Job Description:
At Bank of America, we are committed to creating meaningful relationships with individuals and businesses across the country. Our team of specialists connects with 67 million clients through our digital platform and provides care and guidance for our clients when they need us most. We are looking for the next generation of Financial Advisors who are passionate about growing a long-term career and making our clients' financial lives better.
Role Overview:
As a Financial Solutions Advisor Stage I, you will be part of our Advisor Development Program and become an investment specialist in one of our financial center locations nationwide. You will receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support throughout your onboarding experience.
Responsibilities:
- Obtain your Securities Industry licenses through structured lessons and dedicated study time.
- Teach the foundational skills needed to be an advisor, including acquiring, building, and managing client relationships.
- Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.
- Collaborate with core banking and investment partners to connect clients to all of our solutions.
What We Offer:
- Unlimited potential for financial growth.
- A strong referral base from across the business.
- Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
- Robust marketing support to reach wider audiences.
- Ongoing professional development to deepen your skills and optimize your practice.
Requirements:
- Set and accomplish goals, achieving whatever you put your mind to.
- Be comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
- Communicate clearly and confidently with clients from all walks of life.
- Work well with others and collaborate productively to get things done.
About Us:
Bank of America is a culture that believes in responsible growth and has a proven dedication to supporting the communities we serve. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. We believe diversity makes us stronger and are committed to advancing our tools, technology, and ways of working to meet the evolving needs of our clients and customers around the world.
