Financial Solutions Advisor

1 day ago


Middletown Township NJ 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 tailored investment strategies to meet clients' financial objectives
  • Collaborate with clients to understand their financial goals and risk tolerance
  • Recommend and implement banking and investment products to help clients achieve their financial goals
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients
Requirements:
  • Currently holds Series 7 & 65 licenses
  • At least one year of experience in the investments industry
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet sales targets
  • Knowledge of banking and investment products and services
Preferred Qualifications:
  • Additional professional designations such as CFP or CRPC
  • Experience working in a sales environment
  • Strong computer skills and ability to multitask

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is free from discrimination and harassment.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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