Financial Solutions Advisor

2 days ago


Bethesda, Maryland, United States Bank of America Full time
Job Title: Financial Solutions Advisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

As a Financial Solutions Advisor, you will play a critical role in helping clients achieve their financial goals by providing comprehensive advice and customized solutions.

Key Responsibilities:
  • Build strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement personalized financial plans that align with clients' needs and risk tolerance.
  • Recommend and implement investment strategies that meet clients' goals and objectives.
  • Monitor and adjust clients' financial plans as needed to ensure they remain on track to meet their goals.
  • Collaborate with internal teams to provide comprehensive financial solutions to clients.
Requirements:
  • Currently holds Series 7 & 65 licenses.
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Minimum of 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 adapt to changing priorities.
Benefits:

As a Financial Solutions Advisor at Bank of America, you will have access to a comprehensive benefits package, including:

  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • Flexible work arrangements and work-life balance.
  • Access to industry-leading benefits and resources.

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, regardless of their background, culture, or identity.



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