Financial Solutions Advisor role at Bank of America guiding clients to achieve financial goals. Responsibilities include providing advice, triaging leads, and recommending products.
About the role
- Financial Advisor leveraging healthcare expertise to educate clients on financial planning and insurance options. Providing excellent customer service and collaborating with a supportive local team.
Responsibilities
- Educate clients on financial planning and insurance options.
- Provide excellent customer service and build lasting relationships.
- Collaborate with a local supportive team.
Requirements
- Strong communication and interpersonal skills
- Goal-oriented with a desire to succeed
- Life insurance license and FINRA certifications (or willingness to obtain)
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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