Financial Solutions Advisor

4 days ago


Paramus, New Jersey, United States Bank of America Full time

**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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