Financial Solutions Advisor Registration Candidate

$60,008 - $69,992/Yr

Disability Solutions - Danbury, CT

Full-time - Entry Level

Danbury, CT

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. Advisors will receive comprehensive training and support through the Academy at Bank of America, preparing them for a successful career in financial advising. The position emphasizes building long-term client relationships and providing tailored financial solutions.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Build and manage client relationships by providing comprehensive financial advice.
• Deliver client reviews and presentations confidently.
• Collaborate with banking and investment partners to meet client needs.
• Utilize a consultative approach to identify client needs and recommend appropriate solutions.
• Engage with a diverse client base, including banking customers and small business owners.

Requirements

• Strong goal-setting and accomplishment skills.
• Comfortable in a sales role and nurturing client relationships.
• Clear and confident communication with clients from diverse backgrounds.
• Ability to collaborate effectively with team members.
• Strong time management and prioritization skills in a fast-paced environment.
• Adaptability to new information and client needs.

Nice-to-haves

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

Benefits

• Industry-leading benefits package.
• Access to paid time off.
• Resources and support for employee development.
• Opportunities for ongoing professional development.