Financial Solutions Advisor

2 days ago


Jersey City, New Jersey, 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 identify opportunities for clients to grow their wealth.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored advice and recommendations to help them achieve their goals.
  • Stay up-to-date with market trends and developments, and provide clients with expert advice and guidance on investment opportunities and strategies.
  • Collaborate with internal teams to provide comprehensive financial solutions to clients, including banking, investment, and insurance products.
  • Participate in ongoing training and development programs to enhance skills and knowledge, and stay current with industry developments and best practices.
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, with the ability to build and maintain strong relationships with clients and internal teams.
  • Ability to work in a fast-paced environment, with a strong focus on customer service and client satisfaction.
About Bank of America

Bank of America is a leading financial institution with a commitment to providing exceptional customer service and building strong relationships with our clients. We offer a range of financial products and services, including banking, investment, and insurance products, and are dedicated to helping our clients achieve their financial goals.



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