Full-Time

Financial Solutions Advisor Registration Candidate

Consumer Investments

Posted on 12/17/2024

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Entry, Junior

Pittsburgh, PA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Requirements
  • Demonstrates willingness to complete required industry licensing
  • Displays confidence working in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Responsibilities
  • Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals
  • Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions
  • Engage and share value proposition with customers in the lobby
  • Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds
  • Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex
  • Communicate effectively
  • Strong computer skills with an ability to multitask in a fast paced environment
  • Ability to adapt and seek solutions for clients in a fast-paced environment
Desired Qualifications
  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company has a significant presence in the U.S., serving around 56 million consumer and small business accounts. Bank of America stands out from its competitors by being a leader in wealth management and corporate investment banking, which allows them to cater to a diverse clientele. The goal of Bank of America is to help their customers achieve their financial goals through comprehensive financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Focus on digital banking enhances customer experience and operational efficiency.
  • Expansion in wealth management aligns with global trends in personalized services.
  • Partnerships in blockchain solutions offer faster, secure transactions.

What critics are saying

  • Increased competition in credit facilities may impact market share.
  • Large corporations raising capital through share sales could affect liquidity management.
  • Syndicated loan platforms may disrupt traditional lending models.

What makes Bank of America unique

  • Bank of America is a leader in corporate and investment banking globally.
  • The bank is a key player in sustainable finance and green bonds.
  • It heavily invests in AI for risk management and fraud detection.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

INACTIVE