Financial Solutions Advisor Registration Candidate - Scotch Plains
Overview
Join Bank of America as a Financial Solutions Advisor Stage I to launch your career. This role involves delivering personalized financial advice, earning required securities licenses, and building client relationships. You will operate in a dynamic environment focused on client success and professional growth. The position offers a chance to develop expertise across core banking and investment solutions while contributing to a supportive workplace.
What You'll Do9
- 1Build and manage client relationships to guide financial decisions and achieve long-term goals
- 2Obtain and maintain necessary securities industry licenses through structured training
- 3Collaborate with banking and investment partners to provide comprehensive client solutions
- 4Develop consultative strategies to address complex client needs and market opportunities
- 5Execute daily tasks with focus on accuracy and efficiency within a fast-paced setting
- 6Maintain compliance with regulatory requirements and company policies
- 7Contribute to team initiatives that enhance client acquisition and retention
- 8Support portfolio management activities and pipeline development efforts
- 9Deliver end-to-end financial advisory services with a client-centered approach
Requirements9
- 1Valid Financial Services license obtained within 30 days of hire
- 2Series 7 and Series 66 licenses earned within 120 days of hire
- 3Bachelor's degree or one year relevant industry experience
- 4Strong aptitude for obtaining industry certifications
- 5Excellent client relationship management skills
- 6Proven ability to prioritize tasks and adapt to new technologies
- 7Demonstrated experience in sales or client-facing roles
- 8Robust communication skills for client presentations and collaborations
- 9Commitment to ethical standards and professional integrity
Salary Insight
$58 - $69k per year
Location
Required Skills
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