Financial Solutions Advisor
1 month ago
About the Role:
As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial situations, provide personalized advice, and develop customized solutions to meet their needs.
Key Responsibilities:
- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Develop and implement comprehensive financial plans that align with clients' needs and risk tolerance.
- Provide expert advice on investment strategies, including stocks, bonds, mutual funds, and other investment products.
- Collaborate with internal teams to ensure seamless delivery of financial solutions to clients.
- Stay up-to-date with market trends and regulatory changes to provide informed advice to clients.
Requirements:
- Currently holds Series 7 & 65 licenses (or equivalent).
- 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 to build and maintain relationships with clients and internal teams.
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
- Strong analytical and problem-solving skills to develop and implement effective financial plans.
Preferred Qualifications:
- At least three years of experience in the financial services industry.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Strong computer skills with the ability to multitask in a demanding environment.
What We Offer:
Bank of America is committed to creating a diverse and inclusive workplace that values and respects the contributions of all employees. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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