Financial Solutions Advisor

5 days ago

Universal City, Texas, United States Bank of America Full time
Job Title: Financial Solutions Advisor - Consumer Investments

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.

Job Summary:

This role is responsible for providing comprehensive financial advice and solutions to clients, helping them to achieve their short and long-term financial goals. The ideal candidate will have a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities:
  • Provide personalized financial advice and solutions to clients, taking into account their individual needs and goals.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored recommendations.
  • Stay up-to-date with market trends and financial products, ensuring that clients receive the best possible advice.
  • Collaborate with internal teams to ensure seamless delivery of financial solutions 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 stay up-to-date with market trends and financial products.
Preferred Qualifications:
  • At least three years of experience in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Strong computer skills with the ability to multitask in a demanding environment.
What We Offer:

At Bank of America, we offer a competitive compensation package, including a base salary, bonus, and comprehensive benefits. We also provide opportunities for professional growth and development, as well as a dynamic and supportive work environment.

We are an equal opportunity employer and welcome 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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