Financial Solutions Advisor

5 days ago


Reading, Massachusetts, 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 investment advice to clients, helping them to achieve their short and long-term financial objectives.

Key Responsibilities:
  • Develop and implement personalized financial plans for clients, taking into account their financial goals, risk tolerance, and investment objectives.
  • Recommend and implement investment strategies that align with clients' financial goals and risk tolerance.
  • Provide ongoing monitoring and review of clients' financial plans, making adjustments as needed to ensure they remain on track to meet their goals.
  • Collaborate with other Bank of America teams to provide a comprehensive range of financial services to clients.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients' financial plans remain aligned with the latest market conditions.
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.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
Preferred Qualifications:
  • At least three years of experience in the financial services industry.
  • Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Strong computer skills with the 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.

Please note that this job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.



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