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 – Little Rock, Onsite

Join Bank of America as a Financial Solutions Advisor serving clients in the Little Rock area while pursuing required securities licenses. The role focuses on relationship management, financial guidance, business development, and banking and investment solutions.

विवरण

  • Earn the SIE, Series 7, and Series 66 licenses through structured instruction and dedicated study time
  • Complete onboarding, training, and individualized coaching with Academy managers
  • Apply consultative techniques to understand client needs and identify suitable solutions
  • Develop and oversee relationships with banking clients, small business owners, and affluent customers
  • Expand a personal client network and book of business
  • Deliver holistic guidance through client reviews and presentations
  • Suggest strategies aligned with clients’ financial objectives and life priorities
  • Partner with banking and investment specialists
  • Introduce clients to Bank of America and Merrill banking and investment offerings
  • Train at a designated financial center and may initially work by phone until a permanent center is assigned within a reasonable commuting distance

आवश्यकताएँ

  • Demonstrated ability or aptitude to earn the required industry licenses
  • Strong self-management skills for organizing time and workload
  • Experience developing client relationships, evaluating needs, and proposing solutions
  • Effective communication and collaboration skills for building productive peer relationships
  • Results-oriented approach that keeps client interests central in a complex, fast-moving environment
  • Capacity to manage several tasks concurrently
  • Willingness and ability to learn new technologies and applications
  • Must earn the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and Series 65 may substitute for Series 66
  • High school diploma, GED, secondary school credential, or equivalent required
  • SAFE Act registration, background screening, and continued good standing required
  • Availability Monday through Friday with rotating Saturdays
  • Availability 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

  • Competitive, affordable, flexible benefits options
  • Resources supporting physical, emotional, and financial well-being
  • Comprehensive training and onboarding programs
  • Individual coaching and training from Academy managers
  • Dedicated study time, tools, programs, and professional resources
  • Pathways to build a career and advance with Bank of America and Merrill

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