Financial Solutions Advisor Stage I
Overview
Join Bank of America as a Financial Solutions Advisor Stage I to develop securities industry expertise and launch a career in financial advisory. This role involves building client relationships and earning required licenses while contributing to a collaborative environment focused on responsible growth.
What You'll Do11
- 1Build client relationships and manage portfolios
- 2Ship comprehensive financial advice
- 3Scale advisory services across client segments
- 4Debug technical issues and resolve client concerns
- 5Drive revenue through consultative approaches
- 6Own daily operations in a financial center
- 7Collaborate with core banking and investment partners
- 8Maintain compliance with SAFE Act registration requirements
- 9Execute end-to-end client presentations
- 10Manage multiple projects simultaneously
- 11Adapt to new technology and applications
Requirements10
- 15+ years building ETL pipelines with Spark and Airflow
- 2AWS Certified Solutions Architect
- 3Series 7 and Series 66 licenses obtained within 30 and 120 days respectively
- 4High school diploma or equivalent
- 5Self-disciplined time manager
- 6Proven ability to cultivate client relationships
- 7Results-driven mindset in fast-paced settings
- 8Experience in sales or financial services
- 9Strong oral communications and executive presence
- 10Ability to prioritize client interests
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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