Financial Solutions Advisor
2 weeks ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.
Key Responsibilities:- Provide comprehensive advice and guidance to clients on investment planning and wealth management.
- Develop and implement financial plans tailored to individual client needs and goals.
- Recommend and implement investment strategies to help clients achieve their financial objectives.
- Collaborate with internal teams to ensure seamless delivery of services to clients.
- Currently holds Series 7 & 66 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.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
- At least three years of experience in the financial services industry, with a proven track record of meeting or exceeding sales goals.
- Additional professional designations, such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees, and we strive to provide opportunities for career growth and development.
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Financial Advisor
2 weeks ago
Elkins Park, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a highly skilled Financial Advisor to join our team. As a Private Client Financial Advisor, you will be responsible for helping individuals and families achieve their financial goals through personalized wealth management strategies.Key ResponsibilitiesDevelop and implement tailored financial plans to meet...
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Financial Advisor
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Schiller Park, Illinois, United States Ameriprise Financial Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Ameriprise Financial. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesAttend and engage in coaching and training led by our leadership team and established...
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Financial Solutions Advisor
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Elkins Park, PA , USA, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their...
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Financial Advisor
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Elkins Park, United States Equitable Advisors LLC Full timeJoin Equitable Advisors LLC as a Financial ConsultantAt Equitable Advisors LLC, we are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and...
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Financial Solutions Advisor
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Buena Park, California, United States Bank of America Full timeJob Title: Financial Solutions AdvisorJob Summary:We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, 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...
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Merrill Financial Solutions Advisor
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Winter Park, Florida, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.Key Responsibilities:Provides tailored and personalized advice to clients through...
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Financial Solutions Advisor
2 weeks ago
Schiller Park, Illinois, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and advice to clients to help them achieve their short and long-term financial goals.Recommend banking and investment...
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Financial Advisor
3 weeks ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
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Financial Advisor
5 months ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
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Financial Advisor
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Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
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Financial Advisor
3 weeks ago
Orland Park, Illinois, United States Thrivent Financial Full timeAbout the RoleWe are seeking a highly motivated and self-disciplined Financial Advisor to join our team at Thrivent Financial. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing personalized, actionable, and achievable financial advice and connecting them to our insurance, investment,...
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Financial Solutions Advisor
2 weeks ago
Cedar Park, Texas, United States Bank of America Full timeJob DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive advice and guidance to clients, helping them navigate the complexities of the financial markets and make...
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Financial Advisor
2 weeks ago
Elkins Park, United States Citizens Full timeFinancial Advisor - Private ClientCitizens is seeking a skilled Financial Advisor - Private Client to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key Responsibilities:Develop and implement comprehensive...
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Merrill Financial Solutions Advisor
4 days ago
Florham Park, New Jersey, United States Bank of America Full timeMerrill Financial Solutions Advisor Job DescriptionThis role is responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.Key Responsibilities:Leverage technology to achieve business growth...
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Private Client Financial Consultant
2 weeks ago
Elkins Park, United States Citizens Financial Group, Inc. Full timeJoin Our Team of Experienced Financial AdvisorsCitizens Financial Group, Inc. is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining relationships with high-net-worth individuals and families, providing personalized financial planning...
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Financial Solutions Advisor
4 days ago
Winter Park, Florida, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...
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Cedar Park, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions. As a Financial Solutions Advisor-Consumer Investments, you will play a critical role in providing expert guidance and support to our clients, helping them navigate the complexities of personal...
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Cedar Park, Texas, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our goal is to create a workplace where our teammates can thrive and grow, and where we can deliver exceptional results for our clients.As a Financial Solutions Advisor-Consumer Investments, you will play a critical role in helping...
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Financial Advisor
5 months ago
Orland Park, United States Bankers Life Full timeBankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial...
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Financial Advisor
4 weeks ago
Schiller Park, Illinois, United States Plante Moran Full timeAbout Plante MoranPlante Moran is a leading audit, tax, consulting, and wealth management firm with a strong presence in the United States. Our firm is committed to delivering exceptional client service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team. As...