National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)

About the role

At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients' financial lives better.

Responsibilities

• Leverage the Bank of America and Merrill offering model and collaborate with business partners to provide advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
• Set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship.

Requirements

• Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
• Comfortable in a sales role, finding ways to nurture strong client relationships.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough, incorporating relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Qualifications

• A bachelor’s degree, and 0-2 years of experience working in the financial service industry and/or a metrics-based sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
• Strong computer skills with an ability to multitask in a demanding environment.

Skills

• Builds a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Gets training and one-on-one coaching from Academy managers who are invested in your success.
• Grows your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Built a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

Benefits

• We'll help you build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Get training and one-on-one coaching from Academy managers who are invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Built a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

Pay

Compensation is competitive and commensurate with experience.

Schedule

1st shift (United States of America) Hours Per Week: 40