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 work on building 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 the Series 7 and 66 licenses, or you can have the Series 63 and 65 instead of the 66. If you don’t have the 66 yet, they can still extend an offer if you have the other licenses.

The schedule is typically Monday to Friday, with some rotating Saturdays. So, it’s a pretty standard workweek with a bit of flexibility on the weekends.

Yes, since this position requires SAFE Act registration, you’ll need to go through a background check and stay in good standing with the federal registry system. It’s important to maintain that registration to keep your position.

Bank of America really focuses on being a great place to work. They emphasize inclusivity, support for employee wellness, and opportunities for growth. It sounds like they genuinely care about their teammates and the communities they serve!