Full-Time

National Financial Solutions Advisor

Development Program

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Entry

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
Responsibilities
  • Provide end-to-end comprehensive advice
  • 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 of the solutions provided through Bank of America and Merrill
  • Leverage the Bank of America and Merrill offering model to provide advice
  • Set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship

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 suite of services that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through tailored solutions and expert guidance.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking boosts Bank of America's online services.
  • Growing interest in sustainable finance aligns with Bank of America's ESG initiatives.
  • Fintech partnerships enhance customer experience and operational efficiency.

What critics are saying

  • Increased competition in credit facilities may strain Bank of America's resources.
  • Syndicated loan platforms could disrupt traditional banking models and reduce market share.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The company is a leading wealth management institution worldwide.

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