Financial Solutions Advisor-Consumer Investments

4 weeks ago


Cedar Park, Texas, United States Bank of America Full time

Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions. As a Financial Solutions Advisor-Consumer Investments, you will play a critical role in providing expert guidance and support to our clients, helping them navigate the complexities of personal finance and achieve long-term financial success.

Key Responsibilities:

  • Provide personalized financial planning and advice to clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Develop and implement customized investment strategies that align with clients' financial objectives and risk tolerance.
  • Work closely with clients to understand their financial needs and goals, and provide ongoing support and guidance to help them achieve their objectives.
  • Stay up-to-date with market trends and economic conditions, and provide clients with expert insights and recommendations to help them make informed investment decisions.
  • Collaborate with other Bank of America teams to provide comprehensive financial solutions to clients, including banking, lending, and investment products.

Requirements:

  • Currently holds Series 7 & 65 licenses (or equivalent).
  • At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.

Benefits:

  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • Collaborative and dynamic work environment.

Bank of America is an Equal Employment Opportunity and Affirmative Action Employer:

We consider for employment and hire qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.



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