Bank of America — банк ісі, қаржы және финтех салаларында қызмет көрсететін жаһандық қаржы ұйымы. Оның қызметтеріне жеке банкинг, шағын бизнеске қолдау көрсету, активтерді басқару, инвестициялық қызметтер және жеке тұлғаларға, кәсіпорындар мен ұйымдарға капитал нарықтарына қол жеткізу мүмкіндігі кіреді. Компания сондай-ақ тұрақты қаржыландыру, әртүрлілікті қолдау бастамалары және қоғамды дамыту бағдарламалары арқылы жауапты өсуге назар аударады.
Bank of America Financial Solutions Advisor - Wichita, KS
Join Bank of America as a financial advisor trainee serving Wichita clients while pursuing securities licenses. Advise customers on Bank of America and Merrill banking and investment solutions in a financial-center setting.
Сипаттама
- Earn SIE, Series 7, and Series 66 licenses through structured classes and dedicated study time
- Develop and manage lasting client relationships
- Evaluate complex financial circumstances and recommend appropriate advice and solutions
- Represent Bank of America’s banking, investment, and client-care approach
- Use consultative conversations to understand client needs and identify suitable solutions
- Expand a professional network among banking customers, small business owners, and higher-net-worth clients
- Provide holistic financial guidance through client reviews and presentations
- Recommend strategies aligned with clients’ financial objectives and life priorities
- Work closely with banking and investment partners
- Introduce clients to relevant Bank of America and Merrill offerings
- Complete training at a financial center and potentially start in a phone-based role until a permanent center is assigned within reasonable commuting distance
Талаптар
- High school diploma, GED, secondary education, or equivalent
- Ability and willingness to obtain required industry licenses
- Strong self-discipline for managing time and workload
- Experience developing client relationships, evaluating needs, and recommending solutions
- Ability to build effective peer relationships through communication and collaboration
- Results-oriented approach that keeps client interests central in a complex, fast-paced environment
- Ability to manage multiple tasks at once
- 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
- Willingness to complete SAFE Act registration, background screening, and related registration requirements
- Spanish-language skills preferred
- Bachelor’s degree and/or at least one year of financial services or sales experience preferred
- FINRA Securities Industry Essentials (SIE) certification currently held preferred
Артықшылықтар
- Affordable, competitive, flexible benefits
- Resources supporting physical, emotional, and financial well-being
- Comprehensive training and onboarding programs
- Individual coaching from Academy managers
- Structured SIE, Series 7, and Series 66 lessons with dedicated study time
- Career-long programs, tools, and resources
- Potential advancement opportunities across Bank of America and Merrill