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Bank of America
Bank of America
Sponsor pentru viza H1BFinanțeFintechServicii bancare
Bank of America este o instituție financiară globală care activează în domeniile serviciilor bancare, finanțelor și tehnologiei financiare. Serviciile sale includ servicii bancare personale, sprijin pentru întreprinderile mici, administrarea averilor, servicii de investiții și acces la piețele de capital pentru persoane fizice, companii și instituții. Compania se concentrează, de asemenea, pe creșterea responsabilă prin finanțare sustenabilă, inițiative pentru diversitate și programe de dezvoltare comunitară.
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Financial Solutions Advisor - Northwest Arkansas Onsite

Advise Northwest Arkansas clients on investments and broader financial goals at Bank of America. Develop tailored recommendations across brokerage, banking, and managed-money solutions.

USStatele Unite ale AmericiiLa sediuNormă întreagăJuniorNu este necesară o diplomăLimbă Obligatorie: englezăPlanificare și analiză financiară

Descriere

  • Advise clients with comprehensive, tailored solutions aligned to their financial goals
  • Review and triage incoming client leads and service requests
  • Refer clients to business partners and internal service teams according to their needs and asset levels
  • Meet with clients to assess their 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 circumstances
  • Manage and reduce risk throughout daily activities
  • Source and engage prospective clients through referrals and financial center relationships
  • Coach referral partners and provide feedback based on client needs and recommended services
  • Complete all required training and licensing
  • Train at a designated financial center and potentially begin in a phone-based role until a financial center within a reasonable commute is assigned

Cerințe

  • Hold Series 7 and Series 66 licenses, or Series 63 and Series 65 as an alternative to Series 66
  • If Series 66 is not held but Series 63 or Series 65 is active, pass the missing license exam within 60 days of the offer
  • Have at least one year of investment-industry experience, including investment training and detailed knowledge of investment products and services
  • Have at least one year of experience in financial services or a sales environment with met or exceeded targets
  • Have a high school diploma, GED, secondary-school credential, or equivalent
  • Complete all required licenses and training
  • Meet SAFE Act registration requirements, including registration, good standing, background screening, and completion of the registration process
  • Work a Monday–Friday schedule that includes rotating Saturdays
  • Be able to work 40 hours per week
  • Demonstrate strong goal-setting and results-oriented performance
  • Build and maintain strong professional relationships
  • Collaborate effectively with colleagues and partners
  • Communicate clearly and confidently with clients across all customer types
  • Manage objectives, handle complexity, prioritize work, and execute effectively in a fast-paced setting
  • Remain open to learning, adapt to new information, and pursue suitable solutions for clients
  • Manage time and capacity efficiently
  • Apply regulatory due diligence consistently to daily work and long-term client strategies

Beneficii

  • Access affordable, competitive, and flexible benefits
  • Receive support for physical, emotional, and financial well-being
  • Pursue opportunities to learn, develop, and contribute meaningfully
  • Receive support for required training and license completion

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