Financial Solutions Advisor

4 days ago


Medford, Massachusetts, 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 investment strategies to meet clients' financial goals
  • Work with clients to identify and prioritize their financial objectives
  • Recommend and implement banking and investment products to help clients achieve their goals
  • Monitor and adjust clients' financial plans as needed to ensure they remain on track
Requirements:
  • Currently holds Series 7 & 65 licenses
  • At least one year of experience in the investments industry
  • Strong knowledge of investment products and services
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
Preferred Qualifications:
  • Additional professional designations such as CFP or CRPC
  • Strong computer skills and ability to multitask
  • At least three years of experience in the financial service industry

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.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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