What’s Bank of America like in terms of their business, the role, and the work culture?

Well, a Financial Solutions Advisor helps clients achieve their financial goals by providing tailored advice and solutions. They meet with clients to review their financial plans, recommend investment strategies, and triage client requests to connect them with the right services based on their needs.

Actually, you’ll need to hold Series 7 and 66 licenses, or Series 63 and 65 if you don’t have the 66 yet. Also, having at least a year of experience in the investments industry is important, along with a solid understanding of investment products and services.

Yes, there is! You’ll need to complete required licenses and training, and since this position is subject to SAFE Act registration, you’ll have to register with the federal registry system and pass a background check.

You can expect an in-office culture at Bank of America, but they do allow some flexibility based on the role. They really focus on creating a supportive and inclusive workplace for their employees.

They’re all about making financial lives better, not just for clients but for their teammates too! They focus on physical, emotional, and financial wellness, and they recognize and reward good performance. Plus, they’re committed to making a positive impact in the communities they serve.