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Financial Solutions Advisor

1 month ago

Miami, 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.

As a Financial Solutions Advisor, you will work closely with clients to understand their financial objectives and develop tailored plans to help them achieve their goals.

Key responsibilities include:

  • Providing comprehensive financial advice and recommendations to clients
  • Building and maintaining strong relationships with clients to understand their financial needs and goals
  • Developing and implementing customized financial plans to help clients achieve their objectives
  • Staying up-to-date with market trends and regulatory requirements to provide expert advice 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
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients

Desired Qualifications:

  • Strong computer skills with the ability to multitask in a demanding environment
  • At least three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded

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.

We are proud to offer a range of benefits to our employees, including competitive salaries, comprehensive health insurance, and retirement savings plans.

Join us in our mission to help our clients achieve their financial goals and make a positive impact on our communities.