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 – Fort Worth, TX (Onsite)

Train toward securities licensing while advising Bank of America clients on banking and investment solutions. Build relationships and serve customers across the Fort Worth and West Texas market.

विवरण

  • Earn the SIE, Series 7, and Series 66 licenses through structured instruction and dedicated study time
  • Develop banking, investment, and advisory expertise through training and coaching
  • Develop, acquire, and manage client relationships
  • Evaluate complex financial circumstances and recommend appropriate advice and solutions
  • Serve clients in a financial center by delivering banking, investment solutions, and responsive care
  • Use a defined consultative process to understand client needs and identify suitable solutions
  • Expand a professional network among banking customers, small business owners, and higher-net-worth clients
  • Deliver holistic advice, client reviews, and presentations
  • Recommend strategies aligned with clients’ financial objectives and life priorities
  • Partner with core banking and investment teams
  • Connect clients with Bank of America and Merrill financial solutions
  • Advance to Financial Solutions Advisor Stage II after demonstrating success as a licensed FSA I

आवश्यकताएँ

  • Demonstrated aptitude for obtaining required industry licenses
  • Strong self-discipline and ability to manage time and workload
  • Experience developing client relationships, evaluating needs, and recommending solutions
  • Record of building effective peer relationships through communication and collaboration
  • Results-oriented approach with a commitment to client interests in a complex, fast-paced setting
  • Ability to manage multiple tasks concurrently
  • Ability to learn and adapt to new technologies and applications
  • Obtain the SIE within 30 days of hire
  • Obtain Series 7 and Series 66 within 120 days; Series 63 and 65 may be accepted instead of Series 66
  • Subject to SAFE Act registration, background screening, and applicable registration requirements
  • High school diploma, GED, secondary school completion, or equivalent
  • Availability for a Monday–Friday schedule with rotating Saturdays
  • Ability to work 40 hours per week
  • Current FINRA Securities Industry Essentials (SIE) certification preferred
  • Bachelor’s degree and/or at least one year of financial services or sales experience preferred
  • Spanish-language proficiency preferred

लाभ

  • Affordable, competitive, flexible benefits options
  • Resources supporting physical, emotional, and financial well-being
  • Comprehensive training and onboarding programs
  • Training and individual coaching from Academy managers
  • Dedicated classes and study time for the SIE, Series 7, and Series 66 exams
  • Structured career development programs, tools, and resources
  • Career advancement opportunities with Bank of America and Merrill
  • Possible phone-based work until a financial center is assigned within a reasonable commuting distance

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