Financial Solutions Expert
1 week ago
Bank of America is a leading financial institution seeking an experienced Financial Solutions Expert to join our team. As a key member of our Consumer Investments division, you will play a vital role in providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
About the RoleThis exciting opportunity involves working with clients to plan their short and long-term financial objectives by building a tailored financial plan with brokerage products. Your expertise will enable you to recommend banking and investments strategies that align with client needs and goals, ensuring they receive the best possible support to achieve financial success.
Key Responsibilities- Triage client requests and make referrals to internal service providers based on client needs and asset thresholds.
- Mitigate and control risk as part of daily activities.
- Identify and engage potential new clients through referrals or financial center clientele.
To excel in this role, you will need:
- Currently hold Series 7 & 66 licenses (63 & 65 in lieu of 66). If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
As a valued member of our team, you can expect a competitive salary range of $80,000 - $110,000 per annum, depending on experience. Additionally, you will enjoy a comprehensive benefits package, including:
- Health insurance
- Dental insurance
- Vision insurance
- Retirement savings plan
Bank of America is committed to creating a diverse and inclusive workplace where everyone feels welcome and valued. We are proud to be an equal employment opportunity employer and celebrate diversity in all its forms.
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