Financial Solutions Advisor

1 day ago


Penn Hills Township PA USA, 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 financial plans to meet clients' unique needs and goals
  • Recommend and implement investment strategies to help clients achieve their financial objectives
  • Work closely with clients to understand their financial situations and provide guidance on managing risk and achieving financial stability
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
Requirements:
  • 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
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Strong analytical and problem-solving skills
Preferred Qualifications:
  • Strong computer skills with an ability to multitask in a demanding environment
  • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
What We Offer:

Bank of America is committed to creating a diverse and inclusive workplace where our teammates can grow and succeed. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional development and advancement.

We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds.



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