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

Well, a National Financial Solutions Advisor helps clients achieve their financial goals by providing advice on investments, banking, and lending. They work in a contact center environment, collaborating with business partners to offer comprehensive solutions and ensure a smooth transition for clients.

Actually, you’ll get some great training! Bank of America offers world-class onboarding programs and one-on-one coaching from Academy managers. They really want to set you up for success and help you build your business knowledge.

Absolutely! Once you show success in your role, there are plenty of opportunities to advance within Bank of America and Merrill. You could move up to the next level of Financial Solutions Advisor and beyond.

You’ll have a lot of support! The company provides dedicated programs, tools, and resources throughout your career journey, plus ongoing professional development to help you deepen your skills.

This role is all about building meaningful relationships with clients. You’ll provide end-to-end advice, conduct client reviews, and recommend strategies that align with their financial goals and life priorities, which is super rewarding!