Bank of America
Bank of America
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.

Financial Solutions Advisor - Houston Onsite

Advise Bank of America clients on banking and investment solutions while building lasting relationships and pursuing required securities licenses. Serve customers, small business owners, and higher-net-worth clients through comprehensive financial guidance and collaborative referrals.

Tavsif

  • Earn SIE, Series 7, and Series 66 licenses through structured instruction and dedicated study time
  • Apply a consultative process to understand client needs and identify suitable solutions
  • Develop and manage strong client relationships
  • Deliver comprehensive financial guidance through client reviews and presentations
  • Recommend approaches that support clients’ financial objectives 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 in a financial center
  • Advance from Financial Solutions Advisor Stage I to Stage II after demonstrating success

Talablar

  • Demonstrated aptitude for obtaining required industry licenses
  • Strong self-discipline in managing time and workload
  • Experience developing client relationships, evaluating needs, and recommending solutions
  • Ability to build effective peer partnerships through clear communication and collaboration
  • Results-oriented approach that keeps client interests central in a complex, fast-moving environment
  • Ability to manage multiple tasks at once
  • Capacity to learn and adjust to new technologies and applications
  • Obtain the SIE within 30 days of hire
  • Obtain Series 7 and Series 66 within 120 days of hire; Series 63 and Series 65 may replace Series 66
  • Complete SAFE Act registration and background screening, and maintain good standing
  • High school diploma, GED, secondary education, or equivalent
  • Spanish-language ability is preferred
  • Bachelor’s degree and/or at least one year of financial services or sales experience is preferred
  • Existing FINRA Securities Industry Essentials (SIE) certification is preferred

Imtiyozlar

  • Comprehensive training and onboarding programs
  • Instruction and individual coaching from Academy managers
  • Dedicated classes and study time for the SIE, Series 7, and Series 66 examinations
  • Opportunities for learning, development, and advancement with Bank of America and Merrill
  • Career-long access to dedicated programs, tools, and resources
  • Opportunities to build a professional network among banking customers, small business owners, and higher-net-worth clients

O‘xshash ish o‘rinlari

ACA Group

Senior Principal Consultant, Outsourced Chief Compliance Officer

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Advise financial services firms on governance, risk, and compliance as a Senior Principal Consultant. Lead regulatory reviews and outsourced CCO engagements while managing client relationships and guiding junior staff.

Ochish