Bank of America Relationship Banker engaging with clients in financial center for transactions and solutions. Focused on client experience providing banking services through various platforms.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and customized solutions for clients at Bank of America. Responsible for building financial plans and investment strategies to meet client needs.
Responsibilities
- Provide comprehensive advice and customized solutions to clients
- Triage client leads and make referrals to business partners
- Meet with clients to review financial and investment goals
- Build a financial plan and recommend brokerage products
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 sales environment
- Strong computer skills
- Effective communication skills
Benefits
- Paid time off
- Health insurance
- Industry-leading benefits
- Resources and support for employee wellness
- Opportunities for professional development
Job title
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Experience level
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Degree requirement
Location requirements
Financial Solutions Advisor providing advice and solutions to clients for their financial goals. Focus on investment strategies and financial planning within Bank of America.
Financial Solutions Advisor at Bank of America providing customized investment solutions to clients. Building financial plans and ensuring compliance with regulatory requirements.
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