Financial Solutions Advisor
4 days ago
**Job Summary:**
At Bank of America, we are seeking a skilled Financial Solutions Advisor to join our team. As a key member of our organization, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
**Key Responsibilities:**
- Triage client leads and make referrals to business partners based on client needs and asset thresholds.
- Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.
- Apply and expand knowledge by completing required licenses and trainings.
**Requirements:**
- Currently holds Series 7 & 65 licenses.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
**Preferred Qualifications:**
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
**Skills:**
- Advisory
- Account Management
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Issue Management
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies, Procedures, and Guidelines
- Client Management
- Causation Analysis
- Written Communications
**Work Environment:**
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
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