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Financial Solutions Expert

1 month ago

Southbury, Connecticut, United States Bank of America Full time

Job Summary:

We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a key member of our financial services team, you will work closely with clients to understand their financial goals and develop personalized strategies to achieve them.

Main Responsibilities:

  • Provide comprehensive financial planning and investment advice to clients
  • Develop and implement customized financial plans to meet client needs
  • Recommend banking and investment products that align with client goals and risk tolerance
  • Work closely with clients to identify and pursue new business opportunities
  • Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice

Requirements:

  • Currently holds Series 7 & 66 licenses
  • At least one year experience in the investments industry
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

Preferred Qualifications:

  • Additional professional designations such as CFP or CRPC
  • Experience working in a sales environment where goals were met or exceeded
  • Strong computer skills with ability to multitask

About Bank of America:

Bank of America is a leading financial services company dedicated to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, competitive benefits, and opportunities for professional growth and development.

What We Offer:

  • A competitive annualized salary range of $65,000 - $80,000
  • A formulaic incentive plan with opportunities for bonuses
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • Generous paid time off and holiday schedule

EEO/AA Statement:

Bank of America is an equal employment opportunity/affirmative action employer and welcomes qualified applicants with disabilities.