Bank of America
National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)
Bank of America, Chandler, Arizona, United States, 85249
National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required)
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long‑term career and a drive to make our clients’ financial lives better. Responsibilities
Provide end‑to‑end comprehensive advice and deliver client reviews and presentations with confidence. Build and manage a portfolio of clients by providing exceptional client care with industry‑leading products, services, and education. Collaborate with core banking and investment partners to connect clients to all solutions offered through Bank of America and Merrill. Identify client needs and recommend appropriate solutions to achieve financial goals and life priorities. Establish clear expectations to ensure a smooth transition and continuation of the Bank of America/Merrill relationship. Benefits
Build a successful career through world‑class training and onboarding programs. Receive training and one‑on‑one coaching from Academy managers. Grow your business knowledge with a consultative approach to systematically identify client needs. Leverage relationships with a wide customer base to grow your business. Unlimited potential for financial growth. Robust marketing support to reach wider audiences. Ongoing professional development to deepen your skills and adapt to industry changes. Culture that believes in responsible growth, continuous training, diversity, and client‑first technology. Required Skills
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) Comfortable in a sales role, nurturing strong client relationships. Clear and confident communication with clients from all walks of life. Ability to work well with others and collaborate productively to get things done. Strong organizational skills: manage complexity, prioritize tasks, and execute in a fast‑paced environment. Adaptability and continuous learning to seek the right solutions for clients. Efficient time and capacity management. Thoroughness, incorporating regulatory due diligence into daily tasks and long‑term strategies for clients. Desired Skills
A bachelor’s degree, 0‑2 years of experience in financial services or a metrics‑based sales environment where goals were met or exceeded. Experience assessing client needs, recommending solutions, and building/managing client relationships. Strong computer skills with the ability to multitask in a demanding environment. Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Entry level Employment type
Full‑time Job function
Consulting, Information Technology, and Sales Industry
Banking
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At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long‑term career and a drive to make our clients’ financial lives better. Responsibilities
Provide end‑to‑end comprehensive advice and deliver client reviews and presentations with confidence. Build and manage a portfolio of clients by providing exceptional client care with industry‑leading products, services, and education. Collaborate with core banking and investment partners to connect clients to all solutions offered through Bank of America and Merrill. Identify client needs and recommend appropriate solutions to achieve financial goals and life priorities. Establish clear expectations to ensure a smooth transition and continuation of the Bank of America/Merrill relationship. Benefits
Build a successful career through world‑class training and onboarding programs. Receive training and one‑on‑one coaching from Academy managers. Grow your business knowledge with a consultative approach to systematically identify client needs. Leverage relationships with a wide customer base to grow your business. Unlimited potential for financial growth. Robust marketing support to reach wider audiences. Ongoing professional development to deepen your skills and adapt to industry changes. Culture that believes in responsible growth, continuous training, diversity, and client‑first technology. Required Skills
Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days) Comfortable in a sales role, nurturing strong client relationships. Clear and confident communication with clients from all walks of life. Ability to work well with others and collaborate productively to get things done. Strong organizational skills: manage complexity, prioritize tasks, and execute in a fast‑paced environment. Adaptability and continuous learning to seek the right solutions for clients. Efficient time and capacity management. Thoroughness, incorporating regulatory due diligence into daily tasks and long‑term strategies for clients. Desired Skills
A bachelor’s degree, 0‑2 years of experience in financial services or a metrics‑based sales environment where goals were met or exceeded. Experience assessing client needs, recommending solutions, and building/managing client relationships. Strong computer skills with the ability to multitask in a demanding environment. Shift
1st shift (United States of America) Hours Per Week
40 Seniority level
Entry level Employment type
Full‑time Job function
Consulting, Information Technology, and Sales Industry
Banking
#J-18808-Ljbffr