What are the responsibilities and job description for the Distinguished Financial Solutions Expert position at Bank of America?
Job Description:
At Bank of America, we strive to empower individuals to achieve their financial goals. As a Financial Solutions Advisor Registration Candidate, you will play a pivotal role in our organization's mission to make a positive impact on people's lives.
The primary responsibility of this position is to acquire the necessary registrations and training to become a certified Financial Solutions Advisor (FSA). This entails providing end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial objectives. You will conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions.
In addition, you will engage and share value propositions with customers in the lobby, triage client leads, and make referrals to appropriate internal service providers based on client needs and asset thresholds. Furthermore, you will participate in ongoing training and interaction with the Merrill Lynch Wealth Management Complex.
This role serves as a bridge between banking and brokerage, requiring a general awareness of core banking and investment solutions. The successful candidate must possess strong communication skills, be able to multitask in a fast-paced environment, and adapt quickly to changing situations.
We are committed to creating a workplace free from the dangers and consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of prohibited substances on Bank of America premises and ensure a safe work environment.
Becoming a Financial Solutions Advisor Stage I at Bank of America offers a great career opportunity with prospects for growth, learning, and making a meaningful difference. With competitive benefits, flexible working arrangements, and a diverse and inclusive work environment, we aim to support your professional development and well-being.
Salary Information:
The estimated salary for this position is $65,000 - $80,000 per year, depending on location and experience. We offer a range of benefits, including health insurance, retirement plans, and paid time off. Additionally, we provide opportunities for professional growth and development through training programs and education assistance.
Benefits:
- Health Insurance: Medical, dental, and vision coverage for you and your family
- Retirement Plans: 401(k) and pension plan options
- Paid Time Off: Generous leave policies, including vacation, sick leave, and holidays
- Educational Assistance: Opportunities for professional development and education assistance
- Flexible Working Arrangements: Options for remote work, flexible hours, and compressed workweeks
Required Skills and Qualifications:
- Series 7 & 66 registration within 120 days
- Effective communication and interpersonal skills
- Strong computer skills and ability to multitask
- Ability to adapt to changing situations and priorities
- Bachelor's degree or equivalent required
Equal Employment Opportunity:
Bank of America is an equal employment opportunity employer and welcomes applications from diverse candidates. We prohibit discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic.
Salary : $65,000 - $80,000
