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

Well, as a Financial Solutions Advisor, you’ll be helping clients achieve their financial goals by providing tailored advice and solutions. You’ll work on building financial plans, recommending investment strategies, and triaging client requests to connect them with the right services. It’s all about making those financial lives better!

To get started, you’ll need to have your Series 7 and 66 licenses, or at least the 63 or 65 if you’re working on the 66. Plus, having at least a year of experience in the investments industry and a background in financial services or sales is important too.

The schedule is pretty standard, with Monday to Friday hours and some rotating Saturdays. So, you’ll have a good mix of weekdays and occasional weekend work.

Absolutely! You’ll be expected to complete required licenses and training to expand your knowledge. It’s a great opportunity to learn and grow in your career!

Bank of America really emphasizes being a great place to work. They focus on inclusivity, supporting employee wellness, and recognizing performance. Plus, they’re committed to making a positive impact in the communities they serve, which is pretty awesome!