Financial Solutions Advisor

5 days ago

Springfield, Illinois, United States Bank of America Full time
Job Title: Financial Solutions Advisor

Job Summary:
As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized financial plans that align with their objectives.

Key Responsibilities:
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement comprehensive financial plans that align with client needs and goals.
  • Provide expert advice on investment and financial planning strategies to help clients achieve their goals.
  • Collaborate with internal teams to ensure seamless delivery of financial solutions to clients.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.

Requirements:
  • Currently holds Series 7 & 65 licenses.
  • 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 to build and maintain strong relationships with clients.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.

Preferred Qualifications:
  • At least three years of 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.

Skills:
  • Advisory
  • Account Management
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Issue Management
  • Client Solutions Advisory
  • Pipeline Management
  • Active Listening
  • Attention to Detail
  • Risk Management
  • Policies, Procedures, and Guidelines
  • Client Management
  • Causation Analysis
  • Written Communications

Work Environment:
1st shift (United States of America)

Hours Per Week:
40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern.

Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents.

Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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