Bank of America · 2 months ago
National Financial Solutions Advisor - Development Program (Lincoln, RI))
Lincoln
Full-time
Onsite
New Grad, Entry Level
$26.44/hr - $28.85/hr
0+ years expBank of America is a leading financial institution focused on creating meaningful relationships with clients across the country. The National Financial Solutions Advisor role aims to provide comprehensive financial advice and solutions while supporting clients in achieving their financial goals.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Provide care and guidance for clients to help them achieve their financial goals
Leverage the Bank of America and Merrill offering model to deliver comprehensive advice
Set clear expectations for client transitions and relationships
Obtain Securities Industry licenses including SIE, Series 7, and Series 66 Exams
Build and manage client relationships while considering their complex financial situations
Collaborate with business partners to provide a full range of financial solutions
Deliver client reviews and presentations confidently
Qualification
Required
Sets and accomplishes goals, achieving whatever you put your mind to
Is comfortable in a sales role, finding ways to nurture strong client relationships
Communicates clearly and confidently with clients from all walks of life
Works well with others and collaborates productively to get things done
Can manage complexity, prioritize tasks and execute in a fast-paced environment
Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
Efficiently manages your time and capacity
Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients
Must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 90 Days - a requirement for the role
Preferred
A bachelor's degree, and 0-2 years' of experience working in a service industry and/or a metrics-based sales environment where goals were met or exceeded
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
Strong computer skills with an ability to multitask in a demanding environment
Benefits
Industry-leading benefits
Access to paid time off
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-17
Company data provided by crunchbase