Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - MATLOCK- Financial Center

Bank of America • Mansfield, TX

280d

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being 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. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement.

Requirements

• Sets and accomplishes goals.
• Comfortable in a sales role.
• Communicates clearly and confidently.
• Works well with others and collaborates productively.
• Manages complexity and prioritizes tasks.
• Adapts to new information and seeks solutions.
• Efficiently manages time and capacity.
• Incorporates regulatory due diligence into strategies.

Nice To Haves

• Strong computer skills and ability to multitask.
• Bachelor's degree or 1-2 years' experience in financial services or sales.
• Experience in assessing client needs and building relationships.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Build and manage client relationships.
• Provide comprehensive financial advice and solutions.
• Deliver client reviews and presentations.
• Collaborate with banking and investment partners.
• Participate in ongoing professional development.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.
• World-class training and onboarding programs.
• Ongoing professional development opportunities.
• Robust marketing support.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree