Job Description & How to Apply Below
Become a Financial Solutions Advisor at Bank of America, focusing on customized financial strategies for clients. Utilize your investment expertise and relationship management to help clients achieve their financial goals.
In this role, you will provide comprehensive advice and tailored solutions, triage client leads, and recommend brokerage products. The position requires a strong understanding of both the investments and financial service industries, as well as collaboration with internal partners. You will need to actively engage clients, build financial plans, and contribute to Bank of America’s growth while adhering to regulatory standards.
Key Responsibilities:
• Create personalized financial plans utilizing brokerage products
• Recommend banking and investment strategies for clients
• Triage client requests and refer to appropriate services
• Mitigate risks in daily operations
• Identify new client opportunities through referrals
Requirements:
• Active Series 7 & 66 licenses required
• Minimum one year in the investments industry
• Proven experience in financial services or sales
• Strong communication skills and client focus
• Ability to manage complex tasks under pressure
Support clients in their financial journey by delivering advisory services and building lasting relationships through knowledgeable engagement.
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