Bank of America

Bank of America

Financial Solutions Advisor Registration Candidate Consumer Investments - North Hills Mall Financial Center

Raleigh, NC · Mid Level

Sponsorship not specifiedDetected 34 days ago
Brand StrategySalesPipeline ManagementLeadershipCommunicationCollaboration

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odds of building a lasting career here

38Risky
Cap-exempt (no lottery)0
Sponsors this role85
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
  • We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Responsibilities

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
  • Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.

Requirements

  • Aptitude in obtaining required industry licenses
  • Must be self-disciplined in managing time and capacity
  • Experience in cultivating client relationships, assessing needs and recommending solutions
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • Job expectations include applying and expanding knowledge by completing required licenses and trainings.
  • Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check.

Skills

  • Client Experience Branding
  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Referral Management
  • Client Management
  • Customer and Client Focus
  • Portfolio Management
  • Prospecting
  • Referral Identification
  • Business Acumen
  • Executive Presence

Company info

  • Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • Mitigates and controls risk as part of daily activities
  • We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.