Financial Solutions Consultant
3 weeks ago
We are seeking a skilled Financial Solutions Advisor to join our team at Bank of America. As a key member of our consumer investments group, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key Responsibilities:
- Triage client leads and make referrals to business partners based on client needs and asset thresholds.
- Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.
- Apply and expand knowledge by completing required licenses and trainings.
Requirements:
- Currently hold 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.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
About Bank of America:
Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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