Financial Solutions Advisor Registration Candidate
3 days ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.
We are dedicated to creating a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
We believe in the importance of working together and offering flexibility to our employees. Our approach to flexibility is multi-faceted, depending on the various roles in our organization.
Job Responsibilities:- Acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I.
- 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.
- Series 7 & 66 must be obtained within 120 days.
- Series 7 and Series 65 accepted, in lieu of 66, if previously held.
- 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.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
Drug-Free Workplace and Alcohol Policy:Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
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