Client-Focused Financial Solutions Advisor

Bank of America; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America seeks a dedicated financial advisor to provide clients with tailored financial advice and solutions. The role involves assisting clients in achieving their financial goals, managing investments, and regulatory compliance.

The ideal candidate will possess relevant licenses, experience in financial services, and excellent communication skills. This position requires a strong client focus and the ability to multitask efficiently within a dynamic work environment.

Qualifications

• Currently holds Series 7 & 66 (or Series 63 & 65 in lieu of 66) licenses.
• At least one year of experience in the investments industry.
• At least one year of experience in the financial services industry or sales environment.

Responsibilities

• Work with clients to plan financial goals by building a financial plan.
• Recommend banking and investment strategies.
• Triage client requests and make referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a dedicated financial advisor to provide clients with tailored financial advice and solutions. The role involves assisting clients in achieving their financial goals, managing investments, and regulatory compliance.

The ideal candidate will possess relevant licenses, experience in financial services, and excellent communication skills. This position requires a strong client focus and the ability to multitask efficiently within a dynamic work environment.