Financial Solutions Advisor

1 day ago


Miami, Florida, 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. As a Financial Solutions Advisor, you will play a critical role in providing comprehensive financial planning and investment advice to our clients.

Key Responsibilities:
  • Develop and implement financial plans that align with clients' goals and risk tolerance
  • Provide investment advice and recommendations to clients based on their individual needs and circumstances
  • Work closely with clients to understand their financial objectives and develop strategies to achieve them
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with other financial professionals to ensure seamless delivery of services to clients
Requirements:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
Preferred Qualifications:
  • Strong computer skills with an ability to multitask in a demanding environment
  • At least three years experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

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