National Financial Solutions Advisor - Development Program (Lincoln, RI)

$54,995 - $60,008/Yr

Bank of America - Lincoln, RI

Full-time - Entry Level

Lincoln, RI

Credit Intermediation and Related Activities

About the position

The National Financial Solutions Advisor - Development Program at Bank of America is designed for individuals looking to build a long-term career in financial advising. This role involves obtaining necessary securities licenses and developing skills to manage client relationships effectively. Advisors will provide comprehensive financial advice and solutions to clients, leveraging the resources of Bank of America and Merrill to help clients achieve their financial goals.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 within specified time frames.
• Build and manage client relationships by providing tailored financial advice and solutions.
• Collaborate with business partners to deliver comprehensive financial services.
• Conduct client reviews and presentations to recommend strategies for achieving financial goals.
• Utilize a consultative approach to identify client needs and appropriate solutions.
• Participate in ongoing training and professional development programs.

Requirements

• Strong goal-setting and achievement skills.
• Comfortable in a sales role with a focus on nurturing client relationships.
• Excellent communication skills to engage with diverse clients.
• Ability to work collaboratively in a team environment.
• Strong time management and prioritization skills in a fast-paced setting.
• Adaptability to learn and apply new information effectively.

Nice-to-haves

• A bachelor's degree.
• 0-2 years of experience in a service industry or metrics-based sales environment.
• Experience in assessing client needs and managing relationships.
• Strong computer skills and multitasking ability.

Benefits

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