Financial Solutions Advisor

24 hours ago


Miami FL USA, 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.

Job Summary:

This role is responsible for providing comprehensive financial planning and advisory services to clients, including investment advice, banking solutions, and risk management strategies.

Key Responsibilities:
  • Develop and implement financial plans tailored to clients' needs and goals
  • Provide investment advice and recommendations on banking and investment products
  • Assess and mitigate risk associated with clients' financial portfolios
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients
Requirements:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Strong communication and interpersonal skills to build and maintain relationships with clients
  • Ability to work in a fast-paced environment and prioritize tasks effectively
Preferred Qualifications:
  • At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • 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
What We Offer:

At Bank of America, we offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates.



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