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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.
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Kompaniyadagi ish o‘rinlari

Financial Solutions Advisor - Dallas, TX

Join Bank of America as a Financial Solutions Advisor trainee in Dallas, developing client relationships while earning securities licenses. Advise banking, small-business, and affluent clients through financial center and phone-based service.

USAmerika Qo‘shma ShtatlariTXTexasOfisdaTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • Earn SIE, Series 7, and Series 66 licenses through structured instruction and dedicated study time
  • Complete training and receive individual coaching from Academy managers
  • Develop financial-services expertise through a structured consultative model
  • Assess client needs and recommend suitable financial solutions
  • Establish, strengthen, and manage client relationships
  • Deliver comprehensive advice across the client relationship
  • Conduct client reviews and presentations
  • Recommend strategies aligned with clients’ financial goals and life priorities
  • Partner with banking and investment specialists
  • Connect clients with Bank of America and Merrill banking and investment offerings
  • Serve banking customers, small-business owners, and higher-net-worth clients
  • Start in a financial center, with potential transition to phone-based service while a permanent financial center is identified
  • Advance toward Financial Solutions Advisor Stage II after succeeding as a licensed Stage I advisor

Talablar

  • Ability and willingness to obtain required securities licenses
  • Strong self-management skills for organizing time and workload
  • Experience building client relationships, evaluating needs, and recommending solutions
  • Effective communication and collaboration skills for developing strong peer partnerships
  • Results-oriented approach that keeps client interests central in a fast-paced, complex setting
  • Capacity to manage multiple responsibilities at once
  • Ability to learn and adjust to new technologies and applications
  • High school diploma, GED, secondary-school credential, or equivalent
  • Obtain the SIE within 30 days of hire
  • Obtain Series 7 and Series 66 within 120 days; Series 63 and 65 may substitute for Series 66
  • Completion of SAFE Act registration, background screening, and related registration procedures
  • Maintain SAFE Act registration in good standing
  • Monday through Friday schedule with rotating Saturdays
  • 40-hour workweek
  • Spanish-language ability preferred
  • Existing FINRA Securities Industry Essentials (SIE) certification preferred
  • Bachelor’s degree and/or at least one year of financial-services or sales experience preferred

Imtiyozlar

  • Competitive, affordable, and flexible benefits
  • Resources supporting physical, emotional, and financial well-being
  • Comprehensive training and onboarding programs
  • Specialized preparation for the SIE, Series 7, and Series 66 examinations
  • Individual coaching and training from Academy managers
  • Allocated study time for required licensing examinations
  • Career development programs, tools, and resources
  • Advancement opportunities with Bank of America and Merrill

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