Advisor Development Program - Financial… at Bank of America · Fresno

Summary: Bank of America is a leading provider of comprehensive wealth management and investment products. The Financial Solutions Advisor role focuses on providing clients with holistic financial advice, managing client relationships, and guiding them through their financial journeys while obtaining necessary securities licenses. Responsibilities: - Obtain Securities Industry licenses, including SIE, Series 7, and Series 66 - Provide clients with holistic financial advice and guidance - Identify broader product and service solutions that meet client needs - Build and manage client relationships - Review investment goals and prepare investment recommendations - Collaborate with core banking and investment partners Required Qualifications: - Displays confidence working in a sales role - Builds strong client relationships through effective communication and collaboration - Displays a proactive mindset and effective time management - Demonstrates a results-driven mindset and prioritizes client interests - Identifies appropriate client solutions through application of learnings and new information - Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Preferred Qualifications: - Bachelor's degree and/or a minimum of one year of financial services industry or sales experience - Learns and adapts to new technology or applications - Executes multiple tasks simultaneously Required Skills: Securities Industry licenses, Financial advisory skills Important Skills: Sales experience, Client relationship management Nice-to-Have Skills: Results-driven mindset, Regulatory due diligence, Adaptability to technology Benefits: Industry-leading benefits, Access to paid time off