Financial Solutions Advisor

7 days ago

Lake Oswego, United States Bank of America Full time
About the Role

We are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.

Key Responsibilities
  • Leverage technology to achieve business growth goals and build a sustainable book of business.
  • Profile activities to determine a client's investor profile and financial resource objectives.
  • Develop relationships with internal service providers based on client needs and asset thresholds.
  • Manage risk proactively in every aspect of business, product, and service transaction.
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 and develop a deep understanding of their financial needs. You will also have access to a comprehensive training program and ongoing professional development to help you succeed in your role.

Requirements
  • Currently holds FINRA Securities Industry Essentials (SIE) certification.
  • 4+ years of progressive professional and/or military experience.
  • Ability to obtain Series 7 and 66 licenses within allotted program time.
  • Strong communication and interpersonal skills.
Benefits

As a Financial Solutions Advisor at Bank of America, you will be eligible for a competitive salary and benefits package, including health insurance, retirement savings, and paid time off. You will also have the opportunity to participate in a formulaic incentive plan and receive bonuses based on your performance.

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