Financial Solutions Advisor Registration Candidate - Fox Chapel Financial Center
a day ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for their Fox Chapel Financial Center in Pittsburgh, PA. The role involves obtaining Securities Industry licenses and developing foundational skills to manage client relationships and provide financial advice.
About the Role
As a Financial Solutions Advisor Stage I, you will start by obtaining your Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. You will learn to build and manage client relationships, provide comprehensive financial advice, and deliver Bank of America's core banking and investment solutions. This position offers a clear path for career advancement to Financial Solutions Advisor Stage II and beyond, with ongoing support and training.
About You
Required:
- Ability to set and accomplish goals.
- Comfortable in a sales role and nurturing client relationships.
- Clear and confident communication skills.
- Collaborative and productive teamwork abilities.
- Ability to manage complexity and prioritize tasks in a fast-paced environment.
- Adaptability to new information and solutions.
- Efficient time management skills.
- Thoroughness in incorporating regulatory due diligence.
Preferred:
- Strong computer skills and multitasking ability in a demanding environment.
- Bachelor's degree or 1-2 years of experience in financial services or sales.
- Experience in assessing client needs and managing client relationships.
Benefits
- World-class training and onboarding programs.
- One-on-one coaching from Academy managers.
- Unlimited potential for financial growth.
- Strong referral base from existing client relationships.
- Robust marketing support.
- Ongoing professional development opportunities.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Pittsburgh, PA