Financial Solutions Expert

5 days ago


Nashville, Tennessee, United States Bank of America Full time
Job Description

Job Title: Financial Solutions Expert

Job Summary:

We are seeking a highly skilled Financial Solutions Expert to join our team at Bank of America. As a Financial Solutions Expert, you will be responsible for providing comprehensive financial advice and solutions to clients, helping them achieve their financial goals.

Key Responsibilities:

  • Provide end-to-end financial advice and customized solutions to clients
  • Conduct client reviews and presentations to discuss investment goals and recommended products
  • Engage with clients to understand their financial needs and provide tailored solutions
  • Participate in ongoing training and development to stay up-to-date on industry trends and best practices
  • Collaborate with internal teams to provide seamless client service

Requirements:

  • Series 7 and 66 licenses required
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing client needs
  • Basic computer skills and ability to multitask

What We Offer:

  • A dynamic and supportive work environment
  • Ongoing training and development opportunities
  • A competitive salary and benefits package
  • The opportunity to work with a leading financial institution and make a meaningful impact on clients' lives

About Bank of America:

Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We offer a range of financial products and services, including investment solutions, banking, and credit cards. Our team is dedicated to providing exceptional client service and building long-term relationships with our clients.



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