Financial Solutions Advisor

4 weeks ago


High Point, North Carolina, United States Bank of America Full time
Job Description:

This role is responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.

Key Responsibilities:

  • Develop and maintain relationships with high-net worth clients
  • Assess clients' financial goals and develop tailored investment strategies
  • Communicate investment recommendations to clients and provide ongoing support
  • Stay up-to-date on industry trends and developments to provide expert advice to clients

Requirements:

  • Series 7 and 65 licenses
  • Minimum of two years' experience in the financial services industry
  • Strong understanding of investment products and services
  • Excellent communication and relationship-building skills

What We Offer:

  • Opportunities for professional growth and development
  • A supportive and collaborative work environment
  • A competitive salary and benefits package

About Us:

Bank of America is a leading financial institution with a commitment to providing exceptional service to our clients. We are dedicated to building a diverse and inclusive workplace where our employees can thrive and reach their full potential.



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