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 have your Series 7 and 66 licenses, or if you have the 63 or 65, you can still be considered as long as you pass the 66 within 60 days of starting. Plus, having at least a year of experience in the investments industry is important.

Yes! The job expects you to apply and expand your knowledge by completing required licenses and trainings. It’s a great way to keep learning and growing in your career!

It’s pretty inclusive and supportive! They focus on being a great place to work, which means they care about your physical, emotional, and financial wellness. Plus, they have a commitment to in-office culture while allowing some flexibility based on your role.

Yes, there are some risks to manage, especially since you’ll be dealing with financial products and client investments. The role includes mitigating and controlling risk as part of your daily activities, which is super important in the financial services industry.