Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Responsible for client financial goals and investment planning in New York market.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals based on client needs
- Meeting clients to review financial and investment goals
- Building financial plans and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- Experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Thoroughly incorporates relevant regulatory due diligence
Benefits
- Access to paid time off
- Industry-leading benefits
- Resources and support for employee wellness
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