Financial Solutions Advisor
4 weeks ago
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 work closely with clients to understand their financial objectives and develop tailored plans to help them achieve their goals.
Key responsibilities include:
- Providing comprehensive advice and recommendations to clients on banking and investment products
- Building and maintaining strong relationships with clients to understand their financial needs and goals
- Developing and implementing financial plans to help clients achieve their objectives
- Staying up-to-date with market trends and regulatory requirements to provide expert advice to clients
Requirements include:
- 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
Desired qualifications include:
- Strong computer skills with the ability to multitask in a demanding environment
- At least three years of 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)
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 are a drug-free workplace and prohibit discrimination on the basis of race, color, religion, 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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