Full-Time

National Financial Solutions Advisor

Development Program

Posted on 10/25/2024

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Entry, Junior

Lawrence Township, NJ, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Requirements
  • Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66)
  • Ability to set and accomplish goals
  • Comfortable in a sales role
  • Clear and confident communication with clients
  • Ability to work well with others and collaborate productively
  • Ability to manage complexity and prioritize tasks in a fast-paced environment
  • Adaptability to new information and seeking solutions for clients
  • Efficient time and capacity management
  • Thoroughness in incorporating relevant regulatory due diligence into daily tasks and long-term strategies
  • Bachelor’s degree (desired)
  • 0-2 years of experience in a service industry and/or metrics-based sales environment (desired)
  • Experience in assessing client needs and building/managing client relationships (desired)
  • Strong computer skills and ability to multitask in a demanding environment (desired)
Responsibilities
  • Provide end-to-end comprehensive advice to clients
  • Deliver client reviews/presentations with confidence
  • Recommend strategies to help clients achieve their financial goals and life priorities
  • Collaborate with core banking and investment partners
  • Connect clients to all solutions provided through Bank of America and Merrill
  • Build and manage client relationships
  • Identify client needs and appropriate solutions
  • Leverage relationships to grow business
  • Participate in ongoing professional development and training

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 serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through a diverse array of financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Bank of America is exploring blockchain for faster, secure cross-border payments.
  • The bank collaborates with fintech firms to enhance digital offerings.
  • It invests significantly in cybersecurity to protect customer data and maintain trust.

What critics are saying

  • Increased competition in the credit facility market may impact market share.
  • Large corporations raising capital through share sales could affect traditional banking services.
  • The rise of fintech platforms could disrupt traditional syndicated loan processes.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company is committed to a $1 trillion sustainable finance goal by 2030.
  • It invests heavily in AI-driven customer service tools for enhanced user experience.

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