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Financial Solutions Advisor Stage I

2 months ago


Salt Lake, Utah, United States Bank of America Full time
About the Role

As a Financial Solutions Advisor Stage I at Bank of America, you will play a critical role in helping clients achieve their financial goals and live their best financial lives. This is an exciting opportunity to join a dynamic team and develop your skills in financial planning, investment advice, and client relationship management.

Key Responsibilities
  • Obtain Securities Industry licenses, including SIE, Series 7, and Series 66, through structured lessons and dedicated study time.
  • Develop foundational skills in financial planning, investment advice, and client relationship management.
  • Build and manage a portfolio of clients, providing exceptional client care and industry-leading products and services.
  • Collaborate with core banking and investment partners to connect clients to all of the solutions provided by Bank of America and Merrill.
  • Provide end-to-end comprehensive advice and deliver client reviews/presentations with confidence.
Requirements
  • Strong communication and interpersonal skills, with the ability to communicate clearly and confidently with clients from all walks of life.
  • Ability to work well in a sales role, finding ways to nurture strong relationships with prospective clients.
  • Comfortable in a fast-paced environment, with the ability to manage complexity, prioritize tasks, and execute effectively.
  • Strong computer skills, with the ability to multitask and adapt to new information and solutions.
  • A bachelor's degree or 1-2 years' experience working in the financial services industry and/or a sales environment where goals were met or exceeded.
Desired Qualifications
  • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
About Bank of America

Bank of America is a leading financial institution committed to responsible growth and dedicated to supporting the communities we serve. We believe in diversity and inclusion, and we are committed to advancing our tools, technology, and ways of working to meet the evolving needs of our clients and customers.