Financial Solutions Advisor

2 weeks ago

Glen Allen, Virginia, United States Bank of America Full time
Job Title: Financial Solutions Advisor

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive financial planning and investment advice to our clients.

Key Responsibilities:
  • Provide financial planning and investment advice to clients to help them achieve their financial goals
  • Develop and implement customized financial plans for clients, including investment strategies and risk management
  • Work with clients to identify and prioritize their financial objectives and develop a plan to achieve them
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with other Bank of America teams to provide a comprehensive financial solution to clients
Requirements:
  • Currently holds Series 7 & 65 licenses (or equivalent)
  • At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines
Preferred Qualifications:
  • At least three years of experience in the financial services industry, including experience in sales and customer service
  • Additional professional designations, such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC)
  • Strong computer skills, with the ability to multitask and work in a demanding environment

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees, and we strive to provide a work environment that is free from discrimination and harassment.

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