Bank of America
Bank of America
Bank of America बैंकिंग, वित्त और फिनटेक के क्षेत्र में कार्य करने वाली एक वैश्विक वित्तीय संस्था है। इसकी सेवाओं में व्यक्तिगत बैंकिंग, छोटे व्यवसायों के लिए सहायता, धन प्रबंधन, निवेश सेवाएँ और व्यक्तियों, व्यवसायों तथा संस्थानों के लिए पूंजी बाजारों तक पहुँच शामिल है। कंपनी टिकाऊ वित्त, विविधता पहलों और सामुदायिक विकास कार्यक्रमों के माध्यम से जिम्मेदार विकास पर भी ध्यान देती है।

Financial Solutions Advisor - Albuquerque, NM (Onsite)

Train toward securities licensing while developing client relationships and advising customers in the Albuquerque and Santa Fe areas. Help Bank of America and Merrill clients identify banking and investment solutions aligned with their financial goals.

विवरण

  • Earn SIE, Series 7, and Series 66 licenses through structured training and dedicated study time
  • Apply a consultative approach to understand client needs and identify appropriate solutions
  • Develop and manage lasting client relationships
  • Deliver comprehensive advice through client reviews and presentations
  • Recommend strategies that support clients’ financial goals and life priorities
  • Partner with banking and investment teams to serve clients effectively
  • Connect clients with Bank of America and Merrill banking and investment solutions
  • Serve banking customers, small business owners, and higher-net-worth clients
  • Expand a client network with the goal of developing a business
  • Train at a financial center and potentially begin in a phone-based role while a suitable financial center location is determined
  • Advance toward Financial Solutions Advisor Stage II after demonstrating success as a licensed advisor

आवश्यकताएँ

  • High school diploma, GED, secondary school credential, or equivalent
  • Ability and aptitude to earn the required industry licenses
  • Earn the SIE within 30 days of hire
  • Earn Series 7 and Series 66 within 120 days; Series 63 and Series 65 may substitute for Series 66
  • Strong self-discipline for managing time and workload
  • Experience developing client relationships, evaluating needs, and recommending solutions
  • Track record of building effective peer relationships through communication and collaboration
  • Results-oriented approach with a focus on client interests in a complex, fast-paced setting
  • Ability to manage multiple tasks at the same time
  • Ability to learn and adapt to new technologies and applications
  • Willingness to meet SAFE Act registration, background check, and other registration requirements
  • Availability Monday through Friday with rotating Saturdays
  • Ability to work 40 hours per week
  • Bachelor’s degree and/or at least one year of financial services or sales experience preferred
  • Spanish-language proficiency preferred

लाभ

  • Affordable, competitive, and flexible benefits
  • Resources supporting physical, emotional, and financial well-being
  • Comprehensive training and onboarding programs
  • Individual coaching from Academy managers
  • Dedicated classes and study time for the SIE, Series 7, and Series 66 examinations
  • Opportunities for learning, career growth, and advancement with Bank of America and Merrill

संबंधित नौकरियाँ

Personalberatung Pillong

Senior International Sales Manager, PV Mounting Systems

Personalberatung Pillong

Lead international customer acquisition and key accounts for a global industrial group’s photovoltaic mounting systems. Develop solar project markets and partnerships worldwide.

खोलें
Inkster GmbH

Marketing Manager, Hybrid in Hamburg

Inkster GmbH

Lead campaign creative development, social media content, and performance analysis at Inkster, a European provider of temporary fruit-based tattoos. Test and optimize marketing creatives using campaign insights and market trends.

खोलें
Mendelson & Co.

Remote Banking Business Analyst

Mendelson & Co.

Analyze banking requirements and test IT solutions for Mendelson GmbH, a German professional services provider serving banking, insurance, and energy clients.

खोलें
Salonkee

Sales Representative – Salon Software, Braunschweig

Salonkee

Help Salonkee grow its salon software business in Braunschweig through prospecting, product demonstrations and managing sales from first contact to close.

खोलें
Salonkee

Salonkee Sales Representative (Career Changer) – Hannover

Salonkee

Grow Salonkee’s salon software business in Hannover by building relationships with salon owners and guiding them through product demonstrations. Manage the sales process from prospecting to close while planning your week independently.

खोलें
EF Education First Teachers

Head of Content and Course Design

EF Education First Teachers
1,001 – 5,000 कर्मचारी
B2Bशिक्षा

Lead K–12 curriculum development and course production at Efekta Education, overseeing digital and print learning workflows across international markets.

खोलें
Red Hat
Kreato Global | BPO and Language Solutions
Red Hat

Red Hat OpenShift Cloud Consultant

Red Hat

Implement Red Hat OpenShift, Ceph, and Ansible solutions for enterprise customers in Israel. Design cloud architectures and advance DevOps automation at customer sites.

खोलें
Taurus SA

IT Technician and Client Support Specialist

Taurus SA

Support Taurus’s corporate users and external clients at a regulated digital-asset fintech. Handle Azure infrastructure, endpoint support, ticket triage, and client issue resolution.

खोलें