What are the responsibilities and job description for the Financial Solutions Advisor - Strategic Investment Consultant position at Bank of America?
Job Overview
We are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key Responsibilities:
- Triage client leads and make referrals to business partners based on client needs and asset thresholds.
- Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.
- Apply and expand knowledge by completing required licenses and trainings.
Requirements:
- Curently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Compensation:
The estimated annual salary for this position is $85,000, depending on location and experience.
About Us
Bank of America is a leading financial institution committed to helping its clients achieve their financial goals. We offer a competitive compensation package, including a base salary, bonuses, and benefits. Our employees enjoy a dynamic work environment and opportunities for professional growth and development.
Salary : $85,000
