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

Well, a Financial Solutions Advisor is all about helping clients achieve their financial goals. They provide tailored advice and solutions, meet with clients to discuss their financial plans, and recommend various investment products like stocks, bonds, and mutual funds. It’s a pretty hands-on role where you get to make a real impact on people’s financial lives!

You’ll need to have your Series 7 and 66 licenses, or if you have the 63 or 65, you can still apply as long as you pass the missing exam within 60 days of starting. Plus, a year of experience in the investments industry and another year in financial services or sales is required.

Actually, the schedule is Monday to Friday with some rotating Saturdays, so it’s not super flexible. But they do have an in-office culture, which means you’ll be working closely with your team and clients in person.

You can expect a lot of support! Bank of America is committed to helping you learn and grow in your career. They’ll provide the necessary training to expand your knowledge and help you complete any required licenses. It’s a great environment for professional development!

Yes, being bilingual in Spanish is a requirement for this position. It helps in connecting with a broader range of clients and providing them with the best service possible. So if you speak Spanish, that’s definitely a plus!