Financial Solutions Advisor
1 day ago
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
- 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
- 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)
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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