Financial Solutions Advisor

1 week ago


New York, New York, United States Bank of America Full time
Job Title: Financial Solutions Advisor

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
Requirements:
  • 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
Preferred Qualifications:
  • 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
What We Offer:

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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