National Financial Solutions Advisor
4 weeks ago
At Bank of America, we're committed to creating meaningful relationships with individuals and businesses across the country. As a National Financial Solutions Advisor, you'll play a critical role in helping our clients achieve their financial goals through personalized advice and guidance.
Key Responsibilities:- Provide comprehensive financial advice to clients, including investment, banking, and lending solutions.
- Build and maintain strong relationships with clients, understanding their unique financial needs and goals.
- Collaborate with business partners to deliver the full power of the Enterprise, leveraging Bank of America's and Merrill's offerings to meet clients' financial needs.
- Set clear expectations and create a smooth transition and continuation of the Bank of America/Merrill relationship.
- Opportunities for career growth and advancement within Bank of America and Merrill.
- Comprehensive training and onboarding programs to set you up for success.
- One-on-one coaching and mentorship from experienced Academy managers.
- A defined consultative approach to systematically identify client needs and recommend solutions.
- A collaborative work environment with a focus on teamwork and client satisfaction.
- A bachelor's degree and 0-2 years of experience working in a service industry and/or a metrics-based sales environment.
- Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
- Strong computer skills with an ability to multitask in a demanding environment.
- Unlimited potential for financial growth.
- Building a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
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