Recruiting Manager expanding client base and new business opportunities for finance and accounting services. Recruiting and placing finance and accounting professionals while providing outstanding service to clients and candidates.
About the role
- Financial Solutions Advisor role at Bank of America guiding clients to achieve financial goals. Responsibilities include providing advice, triaging leads, and recommending products.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads, making referrals to business partners
- Meeting with clients to review financial and investment goals
- Building a financial plan and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Has at least one year experience in the investments industry
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently
Benefits
- access to paid time off
- resources and support to contribute to sustainable growth
- competitive benefits to support physical, emotional, and financial well-being
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