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National Financial Solutions Advisor

2 months ago


Pennington, New Jersey, United States Bank of America Full time
About the Role

We are seeking a highly motivated and results-driven Financial Solutions Advisor to join our team at Bank of America. As a key member of our organization, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide comprehensive financial advice and guidance to clients, leveraging our extensive range of financial products and services.
  • Build and maintain strong relationships with clients, understanding their unique needs and preferences.
  • Collaborate with cross-functional teams to deliver tailored solutions that meet the evolving needs of our clients.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring that our clients receive the highest level of service and expertise.
Requirements
  • Series 7 and 66 licenses (or equivalent) required.
  • Proven sales and customer service experience, with a strong track record of meeting or exceeding sales targets.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Ongoing training and development opportunities, ensuring that you stay up-to-date with the latest industry trends and best practices.