Bank of America bank ishi, moliya va fintech sohalarida faoliyat yurituvchi global moliyaviy tashkilotdir. Uning xizmatlari jismoniy shaxslar uchun bank xizmatlari, kichik biznesni qo‘llab-quvvatlash, boyliklarni boshqarish, investitsiya xizmatlari hamda jismoniy shaxslar, bizneslar va muassasalar uchun kapital bozorlariga kirishni o‘z ichiga oladi. Kompaniya, shuningdek, barqaror moliyalashtirish, xilma-xillik tashabbuslari va jamoatchilikni rivojlantirish dasturlari orqali mas’uliyatli o‘sishga e’tibor qaratadi.
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.
Tavsif
- 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
Talablar
- 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
Imtiyozlar
- 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