Financial Solutions Advisor
1 week ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.
Key Responsibilities:- Provide comprehensive financial planning and investment advice to clients
- Develop and implement tailored investment strategies to meet clients' financial objectives
- Work closely with clients to understand their financial goals and risk tolerance
- Recommend and implement investment products and services to meet clients' needs
- Monitor and adjust investment portfolios as needed to ensure alignment with clients' goals
- Currently holds Series 7 & 65 licenses (or equivalent)
- At least one year of experience in the investments industry
- Strong knowledge of investment products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet sales targets
- At least three years of experience in the financial services industry
- Additional professional designations such as CFP or CRPC
- Strong computer skills and ability to multitask
At Bank of America, we offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
We are an equal opportunity employer and welcome applications from diverse candidates.
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Financial Solutions Advisor
1 week ago
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Financial Solutions Advisor
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Financial Solutions Advisor
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Merrill Financial Solutions Advisor
1 day ago
New York, New York, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We are seeking a highly motivated and skilled...
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Financial Solutions Advisor
1 week ago
New York, New York, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them to achieve their short-term and long-term...
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New York, New York, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Job Summary:This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve...
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