Senior Financial Solutions Advisor
4 weeks ago
About the Role:
We are seeking a highly skilled Senior Financial Solutions Advisor to join our team in the Greater Southern Texas Region. As a Senior Financial Solutions Advisor, you will be responsible for providing comprehensive financial advice and guidance to our clients, helping them achieve their financial goals and live their best financial lives.
Key Responsibilities:
- Provide end-to-end comprehensive advice to clients, delivering client reviews/presentations with confidence and recommending strategies to help clients achieve their financial goals and life priorities.
- Get smart on core banking and investment solutions and connect clients to all of the solutions we provide.
- Build your network by interacting with banking customers, small business owners, and higher net worth clients alike, leveraging our relationships with one out of two households in the U.S. to help grow your business.
- Build connections by working in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts.
- Continuously learn and grow, with ongoing career development support and opportunities for advancement with Bank of America and Merrill.
- Achieve additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) or leverage approved tuition reimbursement to further your education.
About Us:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We believe in responsible growth and have a proven dedication to supporting the communities we serve. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. We believe diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. We are committed to advancing our tools, technology, and ways of working, always putting our clients first to meet their evolving needs.
Requirements:
- Currently holds Series 7 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Currently in an FSA II role, has 3+ years' experience working in the financial service industry and/or a sales environment.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) prior to verbal offer being extended.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Sets and accomplishes goals, achieving whatever you put your mind to.
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