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.

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

Absolutely! The job includes completing required licenses and training to expand your knowledge, which is super important for providing the best advice to clients.

It’s an in-office culture, but they do allow some flexibility based on your role. They really focus on being an inclusive workplace and supporting their employees’ overall wellness.

Yes, since you’ll be dealing with financial products and client investments, part of your job will involve mitigating and controlling risks in your daily activities. It’s all about keeping clients’ best interests in mind!