What are the responsibilities and job description for the Client Financial Planning Associate position at Bank of America?
What We're Looking For
We are seeking a highly motivated and experienced Financial Solutions Advisor to join our team. The ideal candidate will:
- Have a strong understanding of investment products and services.
- Be able to communicate effectively with clients and colleagues.
- Have experience working in a fast-paced environment and managing multiple priorities.
Key qualifications include:
- Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry.
- Strong computer skills and ability to multitask.
