~10h ago
New

Financial Solutions Advisor - Registered Candidate - Venice Pines

United StatesUnited States·Daytonmid
OtherAdvisor
0 views0 saves0 applied

Quick Summary

Key Responsibilities

Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals; Conduct client reviews/presentations,

Requirements Summary

The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Pr

Technical Tools
OtherAdvisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Responsibilities

~1 min read
  • →Client Experience Branding
  • →Client Solutions Advisory
  • →Investment Management
  • →Pipeline Management
  • →Referral Management
  • →Client Management
  • →Customer and Client Focus
  • →Portfolio Management
  • →Prospecting
  • →Referral Identification
  • →Business Acumen
  • →Executive Presence
  • →Oral Communications
  • →Risk Management
  • →Trading

Requirements

~1 min read
1st shift (United States of America)

40

Location & Eligibility

Where is the job
Dayton, United States
On-site at the office
Who can apply
US

Listing Details

First seen
October 1, 2026
Last seen
October 1, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
56%
Scored at
October 1, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
Newsletter

Stay ahead of the market

Get the latest job openings, salary trends, and hiring insights delivered to your inbox every week.

A
B
C
D
Join 12,000+ marketers

No spam. Unsubscribe at any time.

Financial Solutions Advisor - Registered Candidate - Venice Pines