Financial Solutions Advisor
5 hours ago
As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized plans to help them achieve their objectives. This includes providing advice on investment strategies, managing risk, and identifying opportunities for growth. You will also work closely with internal partners to ensure seamless delivery of services to clients.
Key Responsibilities:
Provide comprehensive financial planning and investment advice to clients
Develop and implement personalized financial plans to help clients achieve their goals
Work closely with internal partners to ensure seamless delivery of services to clients
Identify and pursue opportunities for growth and expansion
Manage risk and ensure compliance with regulatory requirements
Requirements:
Currently holds Series 7 & 65 licenses (or equivalent)
At least one year of experience in the investments industry
Strong communication and interpersonal skills
Ability to work in a fast-paced environment and prioritize multiple tasks
Preferred Qualifications:
Strong computer skills and ability to multitask
At least three years of experience in the financial service industry
Additional professional designations such as CFP or CRPC
What We Offer:
Competitive salary and bonus structure
Comprehensive benefits package, including medical, dental, and vision insurance
Paid time off and holidays
Opportunities for professional growth and development
Why Bank of America?
Bank of America is a leader in the financial services industry, with a commitment to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others, we encourage you to apply for this exciting opportunity.
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