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Financial Solutions Advisor Registration Investments-Downtown Indianapolis, IN

2 months ago

Marquand, Missouri, United States Bank of America Full time

Job Title: Financial Solutions Advisor Registration Investments-Downtown Indianapolis, IN

About the Role:

We are seeking a highly motivated and results-driven Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals and live their best financial lives.

Key Responsibilities:

  • Obtain Securities Industry licenses, including SIE, Series 7, and Series 66, through dedicated and personalized classes.
  • Teach foundational skills needed to be an advisor, including acquiring, building, and managing client relationships, and considering a client's complex financial picture.
  • Guide clients with advice and solutions to help them achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners to connect clients to all of the solutions we provide through Bank of America and Merrill.
  • Manage a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.

What We Offer:

  • Unlimited potential for financial growth.
  • A strong referral base from across the business through our relationship with one in every two households.
  • Robust marketing support to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
  • Opportunities to connect with experts, including small business consultants, mortgage lenders, and investment advisors.

About Us:

Bank of America is a leading financial institution that is committed to creating real, meaningful relationships with individuals and businesses across the country. We believe in responsible growth and have 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.

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.
  • Manage complexity, prioritize tasks, and execute in a fast-paced environment.
  • Like to learn on your feet, adapting to new information and seeking the right solutions for clients.
  • Efficiently manage your time and capacity.
  • Be thorough and incorporate relevant regulatory due diligence into daily to-dos and long-term strategies for clients.

Desired Qualifications:

  • Strong computer skills with an ability to multitask in a demanding environment.
  • A bachelor's degree, or 1-2 years of 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.