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 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
- 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
- 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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