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 – Fresno, CA (Onsite)

Join Bank of America as a Financial Solutions Advisor trainee in Fresno, developing client relationships while pursuing securities licenses. Provide banking and investment guidance tailored to clients’ financial goals.

विवरण

  • Complete structured training toward required securities industry licenses
  • Develop and manage client relationships through a consultative process
  • Assess client needs and identify suitable financial solutions
  • Build relationships with banking customers, small business owners, and higher-net-worth clients
  • Deliver comprehensive financial guidance through client reviews and presentations
  • Recommend strategies aligned with clients’ financial goals and life priorities
  • Work with banking and investment partners to support client needs
  • Connect clients with Bank of America and Merrill banking and investment products
  • Train at a designated financial center and potentially support clients by phone until a permanent location is assigned
  • Advance toward Financial Solutions Advisor Stage II and other opportunities with Bank of America and Merrill

आवश्यकताएँ

  • Ability and aptitude to obtain required industry licenses
  • Strong self-management skills for organizing time and workload
  • Experience developing client relationships, evaluating needs, and recommending solutions
  • Ability to build effective peer relationships through communication and teamwork
  • Results-oriented approach with a focus on client interests in a fast-paced environment
  • Ability to manage multiple tasks at the same time
  • Willingness and ability to learn new technologies and applications
  • Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 may be accepted instead of Series 66
  • Meet SAFE Act registration, background-check, and ongoing good-standing requirements
  • High school diploma, GED, secondary school credential, or equivalent
  • Availability for a Monday–Friday schedule 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
  • FINRA Securities Industry Essentials (SIE) certification preferred

लाभ

  • Comprehensive training and onboarding programs
  • Training and individual coaching from Academy managers
  • Dedicated instruction and study time for the SIE, Series 7, and Series 66 exams
  • Paid time off
  • Competitive employee benefits
  • Wellness and career-development resources and support

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