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Strategic Financial Consultant
4 weeks ago
At Bank of America, we are committed to providing our clients with the highest level of service and expertise in the financial industry.
We are seeking a talented Strategic Financial Consultant to join our team and help us deliver exceptional results for our clients.
Key responsibilities include:
- Providing strategic financial advice to clients and identifying opportunities to help them achieve their financial goals.
- Developing and implementing customized financial plans that meet the unique needs of each client.
- Working closely with other members of the team to ensure seamless delivery of services to clients.
To be successful in this role, you will need to have a strong understanding of financial markets and a proven ability to provide expert advice to clients.
Required Skills and Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the financial service industry and/or a sales environment where goals were met or exceeded.
- Has excellent communication and interpersonal skills.
Benefits:
- A competitive salary and bonus structure.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
