Bank of America
10,000+ employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
Bank of America is a leading global financial institution that provides a comprehensive range of banking, investment, and financial services to individuals, businesses, and institutions. Committed to responsible growth, the bank offers personal banking, small business support, wealth management services, and access to capital markets. With a focus on economic and social progress, Bank of America aims to drive sustainable finance, promote diversity, and support community development through various initiatives.
Financial Solutions Advisor
🕒 May 20
🏢🏡 Boston – Hybrid
💵 $65k - $80k / year
⏰ Full Time
🟢 Junior
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
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Bank of America
10,000+ employees
🏦 Banking
💸 Finance
💳 Fintech
Banking • Finance • Fintech
Bank of America is a leading global financial institution that provides a comprehensive range of banking, investment, and financial services to individuals, businesses, and institutions. Committed to responsible growth, the bank offers personal banking, small business support, wealth management services, and access to capital markets. With a focus on economic and social progress, Bank of America aims to drive sustainable finance, promote diversity, and support community development through various initiatives.
📋 Description
• Providing comprehensive advice and customized solutions to clients. • Triaging client leads and making referrals. • Meeting with clients to review financial goals. • Building financial plans and recommending products.
🎯 Requirements
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. • Has at least one year experience in the investments industry. • Has at least one year experience in the financial service industry and/or a sales environment. • Sets and accomplishes goals. • Builds and nurtures strong relationships. • Collaborates effectively with others. • Communicates effectively and confidently. • Efficiently manages time and capacity.
🏖️ Benefits
• Health insurance • 401(k) matching • Flexible work arrangements • Paid time off • Professional development
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