Financial Solutions Advisor Role: Bank of America Full-time Financial Solutions Advisor Role passionate about finance, investments, and supporting human beings to achieve their financial goals? If so, the Bank of America Full-time Financial Solutions Advisor Role is probably the right possibility for you. This isn’t just some other procedure posting—it’s a risk to broaden your profession with one of the most prestigious economic institutions within the United States of America, at the same time as providing help to clients seeking out customized financial solutions.
- Role: Financial Solutions Advisor Registration Candidate
- Location: Arlington Heights, IL
- Salary: $28/hr – $33/hr
- Work Type: Full-time
- Company: Bank of America
About Bank of America Full-time Internships
Bank of America is one of the leading international economic institutions, serving people, small- and center-marketplace agencies, and large agencies. With a strong presence throughout the US and around the world, it offers a wide variety of banking, investment, asset management, and other economic and hazard manipulate products and services. The Bank of America Full-time employment application is known for its inclusive way of life, professional development possibilities, and commitment to innovation and moral provider transport. Working here way turning into a part of a legacy of accept as true with and excellence.
Job Description: Financial Solutions Advisor Role
The Financial Solutions Advisor Role is a client-facing characteristic in the Consumer Investments agency. The advisor works cautiously with banking customers to understand their monetary goals and offer tailored investment recommendations, and develop planning strategies. This role is a mixture of relationship control, economic education, and sales. It begins as a Registration Candidate; due to this, you’ll learn and be licensed in advance of transitioning into complete advisory obligations.
Key Responsibilities
- Assisting customers in defining their monetary dreams and hazard tolerance.
- Providing funding solutions aligned with the purchaser’s dreams and desires.
- Educating customers on the importance of retirement planning, asset allocation, and portfolio diversification.
- Building long-term relationships with the resource of providing dependent on advice and personalized care.
- Leveraging internal equipment and structures to streamline consumer control and manual processes.
- Collaborating with economic middle groups to stress referrals and deepen consumer relationships.
- Keeping up to date with marketplace developments and product the way to provide correct data.
Key Skills Required
- Excellent communication and interpersonal talents.
- Strong analytical thinking and problem-solving.
- Ability to simplify complicated monetary statistics for customers.
- Relationship-constructing and patron control abilties.
- Sales acumen with a passion for customer support.
- Tech-savvy with the potential to navigate financial software programs and gear.
- High emotional intelligence and attention to detail
Education and Qualifications
- Bachelor’s diploma in finance, business, economics, or a related field.
- Ability and willingness to pass the Series 7 and Series sixty six (or equivalent) licenses.
- Must pass a historic beyond check and fingerprinting checks consistent with monetary guidelines.
- Strong basis in economic concepts, investment products, and monetary standards.
- This is a exquisite place to begin for those aiming to broaden in jobs in USA in the economic advisory and wealth management sectors.
Experience Requirements
- Prior work in an income or customer support environment.
- Internship or entry-stage exposure to the finance or banking enterprise.
- Experience in building and dealing with customer relationships.
- Understanding of investment merchandise and regulatory compliance.
Job Location
- Position: Financial Solutions Advisor Registration Candidate
- Type: Full-time
- Work Mode: On-website
- Location: Arlington Heights – Surrey Ridge Center, IL, United States
Benefits of Working at Bank of America (Pointwise)
Competitive Pay: Earn between $28/hr and $33/hr.
Licensing Support: Receive paid schooling and support for financial licensing tests.
Career Advancement: Defined a professional route from registration candidate to senior advertising and marketing consultant.
Healthcare Benefits: Comprehensive fitness, dental, vision, and well-being applications.
Retirement Plans: 401(ok) with organisation matching.
Paid Time Off: Generous PTO, vacations, and volunteer time.
Diversity & Inclusion: Work for an employer that champions equality and inclusion.
Learning Opportunities: Access to persevered getting to know and improvement packages.
How to Apply: Click On the Apply Link Below⇓
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