Financial Solutions Advisor

5 days ago


Apopka, Florida, 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 advisory services to clients
  • Develop and implement customized investment strategies to meet client needs
  • Build and maintain strong relationships with clients to understand their financial goals and objectives
  • Stay up-to-date on market trends and regulatory requirements to provide expert advice to clients
Requirements:
  • Currently holds Series 7 & 65 licenses
  • At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
Preferred Qualifications:
  • Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
  • Strong computer skills with an ability to multitask 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 free from discrimination and harassment and where all employees feel valued and respected.

For more information about Bank of America's benefits and policies, please visit our website.



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