What are the responsibilities and job description for the Investment Solutions Specialist position at Bank of America?
About the Role
We are seeking an Investment Solutions Specialist to join our team at Bank of America. This role is 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:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
About Us
Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We believe that our Drug-Free Workplace and Alcohol Policy will help us maintain a safe work environment for everyone.
Benefits
As an employee of Bank of America, you will have access to a range of benefits, including competitive salary, comprehensive health insurance, and retirement savings plans.
About Our Culture
We are dedicated to building a diverse and inclusive workplace where everyone feels valued and empowered to contribute their best work.
