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Bank of America
Bank of America
H1B वीज़ा प्रायोजकफिनटेकबैंकिंगवित्त
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।
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कंपनी की नौकरियाँ

Financial Solutions Advisor – South Puget Sound and Seattle Area

Advise Bank of America clients on tailored financial plans, investment strategies, and banking and brokerage products. Serve financial centers across the South Puget Sound and Seattle market area.

USसंयुक्त राज्यWAवॉशिंगटन
$70,000 – $80,000 / वर्ष
ऑन-साइटपूर्णकालिकजूनियरडिग्री आवश्यक नहींआवश्यक भाषा: अंग्रेज़ीवित्तीय योजना और विश्लेषण

विवरण

  • Deliver personalized advice and solutions that help clients pursue their financial goals
  • Assess and route client leads and service requests
  • Refer clients to internal partners according to their needs and asset thresholds
  • Meet with clients to discuss financial and investment objectives
  • Create financial plans using stocks, bonds, mutual funds, annuities, banking products, and managed-money solutions
  • Recommend banking and investment approaches suited to each client’s goals and needs
  • Manage and reduce risk in day-to-day activities
  • Develop new business through referrals and financial-center relationships
  • Coach referral partners and provide performance feedback
  • Complete all required licensing and training
  • Train at a designated financial center and, if necessary, begin in a phone-based role until a reasonably commutable financial-center placement is available

आवश्यकताएँ

  • Active Series 7 and Series 66 licenses are required; Series 63 and 65 may replace Series 66, and holders of Series 63 or 65 without Series 66 must complete the missing exam within 60 days
  • At least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
  • At least one year of experience in financial services or a sales setting with achieved or exceeded goals
  • SAFE Act registration, a background check, and continued good standing are required
  • Demonstrated ability to set and achieve goals
  • Ability to establish and maintain strong relationships
  • Effective collaboration skills
  • Clear, confident communication abilities
  • Ability to manage objectives, handle complexity, prioritize work, and perform in a fast-paced environment
  • Willingness to learn, adapt to new information, and find solutions for clients
  • Efficient time and capacity management skills
  • Ability to integrate regulatory due diligence into daily work and longer-term client strategies
  • Strong computer proficiency and multitasking ability
  • Preferred: at least three years of financial services or sales experience
  • Preferred: CFP or CRPC designation
  • Preferred: insurance licenses

लाभ

  • Formula-based incentive plan offering monthly, quarterly, and/or annual incentive opportunities
  • Eligibility for employee benefits
  • Paid time off
  • Employee resources and support
  • Training and opportunities for learning and professional growth

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