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Disability Solutions - Columbus, OH
posted about 2 months ago
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 to manage client relationships effectively. Advisors will receive comprehensive training and support through the Academy, enabling them to provide tailored financial advice and solutions to clients across various financial needs. The position offers a clear path for career advancement within the organization, with opportunities to progress to Financial Solutions Advisor Stage II and beyond.
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 skills with diverse clients.
- 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 multitasking ability in demanding environments.
- Bachelor's degree or 1-2 years of experience in financial services or sales.
- Experience in assessing client needs and managing relationships.
Benefits
- Unlimited potential for financial growth.
- Robust marketing support.
- Ongoing professional development opportunities.
- Access to a strong referral base from existing banking relationships.
