Bank of America - San Francisco, CA

posted 2 months ago

Full-time - Entry Level
San Francisco, CA
Credit Intermediation and Related Activities

About the position

The Financial Solutions Advisor Stage I (FSA I) position at Bank of America is designed for individuals passionate about helping clients achieve their financial goals. This role involves obtaining necessary securities licenses and developing foundational skills in client relationship management. The position offers a structured training program through the Academy at Bank of America, equipping advisors with the tools and knowledge to provide comprehensive financial advice and solutions. Successful candidates will have opportunities for career advancement within the organization, contributing to the bank's commitment to responsible growth and client care.

Responsibilities

  • Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
  • Build and manage client relationships, providing tailored financial advice.
  • Deliver client reviews and presentations confidently.
  • Collaborate with banking and investment partners to meet client needs.
  • Participate in ongoing training and professional development programs.
  • Utilize a consultative approach to identify client needs and recommend solutions.

Requirements

  • Strong goal-setting and achievement skills.
  • Comfortable in a sales role and nurturing client relationships.
  • Clear and confident communication skills with diverse clients.
  • Ability to collaborate effectively with team members.
  • Strong time management and prioritization skills in a fast-paced environment.
  • Thorough understanding of regulatory due diligence.

Nice-to-haves

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

Benefits

  • Industry-leading benefits package.
  • Access to paid time off.
  • Resources and support for employee wellness.
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