Financial Solutions Advisor

4 weeks ago


Arlington, Virginia, 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 customized financial plans to meet clients' unique needs and goals
  • Recommend and implement investment strategies to help clients achieve their financial objectives
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
Requirements:
  • Currently holds Series 7 & 65 licenses
  • At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients
  • Ability to work in a fast-paced environment and manage multiple priorities
Benefits:
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.



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