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Job Description & How to Apply Below
Elevate your career as a Financial Solutions Advisor with Bank of America. Provide tailored financial guidance and assist clients in reaching their financial aspirations.
This role demands a proactive advisor with at least one year of experience in the financial services industry. Responsibilities include triaging client requests, recommending investment strategies, and building comprehensive financial plans. Advisors must hold Series 7 & 66 licenses and are subject to SAFE Act registration to help manage client relationships effectively.
Key Responsibilities:
• Develop financial plans using brokerage products
• Recommend tailored banking and investment strategies
• Manage client inquiries and make referrals
• Mitigate risks associated with financial transactions
• Identify potential new clients through current network
Requirements:
• Must hold Series 7 & 66 licenses
• Experience in investments and a sales environment
• Strong relationship-building skills
• Effective communication and active listening
• Ability to manage complexity and prioritize tasks
Drive client satisfaction through comprehensive financial solutions at Bank of America.
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