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 discuss their financial and investment goals, build financial plans, and recommend various brokerage products like stocks and mutual funds. They also triage client requests and make referrals to other services as needed.

Actually, you’ll need to have your Series 7 and 66 licenses, or at least the 63 or 65 if you’re missing the 66. Plus, you should have at least a year of experience in the investments industry and some background in financial services or sales.

So, Bank of America is committed to an in-office culture, but they do allow some flexibility based on the specific role. It sounds like they want to balance in-office attendance with the needs of their teammates.

They really focus on being a great place to work! They support their teammates’ physical, emotional, and financial wellness and are committed to recognizing and rewarding performance. Plus, they emphasize inclusivity and community impact, which is pretty cool.

If you don’t maintain your SAFE Act registration, it could lead to disciplinary action, including termination. So, it’s pretty important to keep that up to date if you’re in this role!