Financial Services Representative supporting daily financial activities in a hybrid role. Collaborating with team members for a rotating weekly on - site work schedule in Newark, DE.
About the role
- Financial Solutions Advisor providing comprehensive advice on financial goals and investments. Engaging clients and building financial plans at Bank of America.
Responsibilities
- Works with clients to plan their short and long-term financial goals
- Recommends banking and investments strategies
- Triages client requests and makes referrals
- Identifies and engages potential new clients
- Provides coaching and feedback to referral partners
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- At least one year experience in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Efficiently manages time and capacity
Benefits
- industry-leading benefits
- access to paid time off
- resources and support to employees
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