Financial Solutions Advisor

4 days ago


Philadelphia, Pennsylvania, 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.

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 clients to understand their financial situations and provide tailored solutions.
  • Stay up-to-date with market trends and regulatory requirements to ensure clients receive the best possible advice.
Requirements:
  • 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.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
  • Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
Preferred Qualifications:
  • 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.
About Bank of America:

Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We offer a range of financial products and services, including investment planning, wealth management, and financial planning. Our team of experienced professionals is dedicated to providing personalized advice and customized solutions to help our clients succeed.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity.



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