Financial Solutions Advisor

3 days ago


Englewood, New Jersey, 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.

Key Responsibilities:
  • Provide comprehensive financial planning and investment advice to clients
  • Develop and implement tailored financial plans to meet clients' unique needs and goals
  • Recommend and implement investment strategies to help clients achieve their financial objectives
  • Collaborate with clients to understand their financial situations and develop solutions to address their needs
  • Stay up-to-date on market trends and regulatory changes to provide informed advice to clients
Requirements:
  • Series 7 and 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
  • Knowledge of financial planning and investment products and services
Preferred Qualifications:
  • Additional professional designations such as CFP or CRPC
  • Experience working in a sales environment
  • Strong computer skills and ability to multitask

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.


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