Financial Solutions Advisor at Bank of America, providing advice and customized solutions to achieve clients' financial goals. Planning, recommending, and managing investment strategies aligned with client's needs.
About the role
- Financial Solutions Advisor at Bank of America providing customized financial advice and solutions. Responsible for building client relationships and delivering tailored investment strategies.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triage client leads and make referrals based on client needs
- Meeting with clients to review financial and investment goals
- Building financial plans and recommending brokerage products
- Completing required licenses and training associated with the role
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 or a sales environment
- Ability to build and nurture strong relationships
- Strong communication skills and comfort engaging with clients
- Ability to manage goals and navigate complexity in a fast-paced environment
- Thorough in incorporating relevant regulatory due diligence into daily activities
Benefits
- Competitive benefits to support physical, emotional, and financial well-being
- Opportunities for professional development and training
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Solutions Advisor providing comprehensive financial advice to clients at Bank of America. Helping clients achieve financial goals by recommending investment strategies and products in a collaborative environment.
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients to achieve their financial goals. Assisting clients with brokerage products and investment strategies to align with their needs.
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