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Financial Solutions Advisor

2 months ago

Charlottesville, Virginia, United States Bank of America Full time
About the Role

We are seeking a highly skilled and experienced Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing tailored and personalized advice to high net worth clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide expert financial advice to clients, including investment recommendations and portfolio management
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Work closely with Financial Advisor teams to build and grow a book of business, identifying new opportunities and developing strategies to meet and exceed financial targets
  • Stay up-to-date with market developments and trends, leveraging this knowledge to provide clients with the best possible advice and solutions
  • Collaborate with internal teams to access a wide range of resources and expertise, ensuring clients receive the best possible service
What We Offer

As a Financial Solutions Advisor at Bank of America, you will have the opportunity to work with a diverse range of clients, from affluent individuals to high net worth families. You will be part of a dynamic and supportive team, with access to ongoing training and development opportunities to help you grow and succeed in your career.

Requirements
  • Currently holds Series 7 & 65 licenses (or equivalent)
  • Minimum of two years' experience in the financial services industry, with a proven track record of success
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions
Desired Qualifications
  • Proven ability to partner and promote lead generation
  • Experience balancing investment management, sales activities, and new client development
  • Strong computer skills and the ability to multitask in a demanding environment
  • Bachelor's degree, preferably in a business-related field
  • Additional professional designations, such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)