Financial Solutions Advisor

2 weeks ago


Schaumburg, Illinois, United States Bank of America Full time
About the Role

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 working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.

Key Responsibilities
  • Provide tailored advice to clients through reviews and presentations, assessing their financial goals and recommending investment strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
  • Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products.
  • Understand and access the full breadth of resources across the bank to benefit clients or prospects.
  • Develop and grow a book of business to meet and exceed pre-defined financial targets.
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 wide range of resources and tools to help you succeed in your role.

We are committed to creating a workplace that is inclusive and supportive of all employees. We believe that diversity and inclusion are key to our success and we strive to create an environment where everyone feels valued and respected.

Requirements
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

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