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Financial Solutions Advisor

2 months ago

Baltimore, Maryland, United States Bank of America Full time
About the Role

This is a challenging and rewarding opportunity to work as a Financial Solutions Advisor with Bank of America. As a key member of our team, you will be responsible for providing tailored and personalized advice to high net worth clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide expert advice on investment strategies and solutions to clients, taking into account their individual financial goals and risk tolerance.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences, and providing ongoing support and guidance.
  • Work closely with other financial advisors and specialists to identify opportunities for growth and development, and to provide comprehensive solutions to clients.
  • Stay up-to-date with market trends and developments, and communicate this information to clients in a clear and concise manner.
  • Meet and exceed sales targets, and contribute to the growth and success of the team.
Requirements
  • Currently holds Series 7 & 65 licenses (or equivalent)
  • Two years' experience working in the financial services industry, with a proven track record of success
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues
  • Ability to work in a fast-paced environment, with a high level of energy and motivation
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions
What We Offer
  • A competitive salary and bonus structure, with opportunities for career advancement and professional growth
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off
  • The opportunity to work with a leading financial institution, with a strong reputation and commitment to excellence
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results