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.
Financial Solutions Advisor - Bank of America, Tulsa (Onsite)
Train toward securities licensing while advising banking clients in the Tulsa area. Help customers pursue financial goals by connecting them with Bank of America and Merrill investment solutions.
Сипаттама
- Complete securities licensing coursework and dedicated study requirements
- Develop skills for acquiring, growing, and managing client relationships
- Evaluate clients' broader financial circumstances to deliver suitable advice and solutions
- Serve customers in a financial center across banking, investment, and client-care needs
- Use a consultative process to uncover needs and recommend appropriate solutions
- Develop relationships with banking customers, small business owners, and higher-net-worth clients
- Deliver holistic guidance through client reviews and presentations
- Suggest strategies aligned with clients' financial goals and life priorities
- Partner with banking and investment colleagues to support client needs
- Connect clients with relevant Bank of America and Merrill offerings
- Advance toward Financial Solutions Advisor Stage II and other career opportunities
Талаптар
- High school diploma, GED, secondary school qualification, or equivalent
- Ability and willingness to obtain required industry licenses
- Obtain the SIE within 30 days of hire
- Obtain Series 7 and Series 66 within 120 days; Series 63 and Series 65 may replace Series 66
- Meet SAFE Act registration, background-check, and other registration requirements
- Manage time and workload with self-discipline
- Experience developing client relationships, evaluating needs, and recommending solutions
- Build effective peer relationships through clear communication and collaboration
- Maintain a results-oriented approach while prioritizing client interests in a complex, fast-paced setting
- Manage and complete multiple tasks at once
- Learn and adjust to new technologies and applications
- Spanish language skills are preferred
- Bachelor's degree and/or at least one year of financial services or sales experience is preferred
- FINRA Securities Industry Essentials (SIE) certification is preferred
Артықшылықтар
- Comprehensive training and onboarding programs
- Personalized preparation classes for the SIE, Series 7, and Series 66 exams
- Dedicated time for exam preparation
- Training and individual coaching from Academy managers
- Career-long programs, tools, and resources
- Support for physical, emotional, and financial wellness
- Competitive, flexible benefits options
- Career growth opportunities with Bank of America and Merrill