Financial Solutions Advisor

Responsibilities

• As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses
• You will be taught the foundational skills needed to be an advisor
• Help to deliver Bank of America’s core banking, investment solutions and approach to client care
• Once successful, you will typically progress into the next role, Financial Solutions Advisor Stage II
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence
• Collaborate with core banking and investment partners

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, accessing needs and recommending solutions
• Success creating strong peer relationships through effective communication and collaboration
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Bilingual Mandarin Preferred