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

Well, as a Financial Solutions Advisor, you’d be helping clients achieve their financial goals by providing tailored advice and solutions. You’d work on building financial plans, recommending investment products like stocks and bonds, and triaging client requests to connect them with the right services. It’s all about making those financial lives better!

You’ll need to hold the Series 7 and 66 licenses, or if you have the 63 or 65, you can still apply as long as you pass the 66 within 60 days of starting. Plus, having at least a year of experience in the investment and financial services industry is important too.

The schedule is pretty standard, with Monday to Friday hours and some rotating Saturdays. So, you’ll have a good mix of weekdays and occasional weekend work.

Absolutely! You’ll be expected to complete required licenses and training to keep expanding your knowledge. It’s a great opportunity to learn and grow in your career!

Bank of America really emphasizes being a great place to work. They focus on inclusivity, supporting employee wellness, and recognizing performance. Plus, they’re committed to making a positive impact in the communities they serve, which is pretty cool!