Financial Solutions Advisor Job: Explore a Rewarding Financial Solutions Advisor Job at Bank of America.You’ree trying to find a significant and dynamic Financial Solutions Advisor Job. Bank of America gives a compelling opportunity for individuals keen to start or grow a career within the economic offerings organisation. With competitive pay beginning from $28/hr to $33/hr, the Financial Solutions Advisor Stage I feature at the Ontario Financial Center in Ontario, CA, offers supportive surroundings that will help you assemble your facts in client investments.
- Role: Financial Solutions AdvisorÂ
- Location: Ontario, CA
- Salary: $28/hr – $33/hr
- Work Type: Full-time
- Company: Bank of America
About Careers at Bank of America
Bank of America is an international leader in wealth management, banking, and investing. Serving over 68 million customers globally, the organisation stands out for its dedication to handing over custom-designed financial answers through contemporary generation and professional guidance. Careers at Bank of America are built on a basis of variety, inclusion, innovation, and employee development. The company continuously ranks most of the pinnacle employers in the economic region, manner to its innovative way of life and awareness of worker boom.
Job Description: Financial Solutions Advisor Job
This Financial Solutions Advisor Job is proper for applicants looking for to enter the arena of financial advising with a globally professional organization. In this Stage I Registration Candidate feature, you will start your adventure through making equipped for required securities registrations, accompanied via the usage of direct engagement with customers to provide personalised funding solutions. Careers at Bank of America are searching for folks who display a passion for supporting customers in achieving their economic goals. As a Financial Solutions Advisor, you can undergo structured schooling and assistance that will help you be successful and progress into higher advisory roles.
Key Responsibilities
- Engage with new and existing customers to understand their financial desires and investment goals.
- Provide monetary steerage and solutions tailored to consumer targets.
- Build strong consumer relationships through proactive conversation and customized advice.
- Support client onboarding, funding strategies, and long-term economic planning.
- Work in collaboration with Merrill and Consumer Investments groups to supply an uninterrupted purchasing experience.
- Actively check and prepare for Series 7 and Series 66 licensing tests.
- Maintain compliance with organizational tips and corporate policies.
Required Education and Qualifications
- Bachelor’s degree favored, or equivalent artwork experience.
- Strong interest in funding and monetary offerings.
- Ability to pass required licensing tests (Series 7 and Series 66) within a defined time frame.
- Familiarity with monetary products and services is a plus.
- Commitment to developing a profession in private finance and investment advising.
Key Skills
- Excellent interpersonal and communication abilities
- Strong analytical and trouble-solving abilities
- Customer-focused mindset
- Ability to work in a group environment
- High interest in detail and organizational skills
- Eagerness to analyze and amplify within a dependent career route
- Sales and service orientation
Experience Required
While previous revel in in economic services or banking is a plus, it isn’t always required for this access-level Financial Solutions Advisor Job. This position is designed to useful resource inspired those who are new to the industry or transitioning right into a financial advisory profession. Full schooling and feature anexaminatione help for securities registration can be provided.
Job Location
- Ontario Financial Center, Ontario, California
- This entire-time role is based in the Ontario Financial Center, offering get entry to to a supportive group environment and opportunities for in-person client engagement.
Benefits of Working at Bank of America
- Competitive hourly reimbursement: $28/hr – $33/hr
- Paid training and examination coaching
- Medical, dental, and vision coverage
- 401(ok) retirement plan with the organization’s health
- Tuition reimbursement and education assistance
- Paid time off and vacations
- Employee help packages
- Career improvement opportunities throughout the corporation
- Inclusive and numerous workplace lifestyles
How To Apply: Click on the Apply Link Below⇓
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