Financial Solutions Advisor
24 hours ago
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
- 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
- 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
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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