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

Well, a Financial Solutions Advisor is all about helping clients reach their financial goals. They work with clients to create financial plans, recommend investment strategies, and provide advice on various brokerage products like stocks and mutual funds. They also triage client requests and make referrals to other service providers when needed.

You’ll need to have your Series 7 and 66 licenses, or if you have the Series 63 or 65, you can still apply as long as you get the 66 within 60 days of starting. Plus, having at least a year of experience in the investments industry is important, so you should be familiar with investment products and services.

Actually, this position is in-office, but Bank of America does offer some flexibility based on the role. They really emphasize creating a great workplace culture, so you’ll be part of a supportive environment.

There are plenty of opportunities to learn and grow! Bank of America is committed to helping you build a successful career, so you’ll have access to training and resources to expand your knowledge and skills in the financial sector.

Yes, this role is subject to SAFE Act registration, which means you’ll need to register with the federal registry system and pass a background check. It’s important to maintain that registration to keep your position, so that’s something to keep in mind!