Financial Solutions Advisor - Build Investment Plans

Bank of America; Chandler (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is looking for a Financial Advisor in Chandler, Arizona. This role involves providing clients with comprehensive financial advice and customized solutions to meet their investment needs. Responsibilities include building financial plans, recommending products, and triaging leads based on client needs.

The ideal candidate has Series 7 & 66 licenses, at least one year of experience in finance, and is skilled in customer relations. A strong ability to build relationships and manage multiple tasks is essential for success in this fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year of experience in the investments industry.
• Experience in a financial service industry or sales environment.

Responsibilities

• Plan clients' financial goals by building financial plans.
• Recommend banking and investment strategies.
• Triages client requests and makes referrals.

Skills

Account Management

Oral Communications

Client Solutions Advisory

Customer and Client Focus

Attention to Detail

Risk Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for a Financial Advisor in Chandler, Arizona. This role involves providing clients with comprehensive financial advice and customized solutions to meet their investment needs. Responsibilities include building financial plans, recommending products, and triaging leads based on client needs.

The ideal candidate has Series 7 & 66 licenses, at least one year of experience in finance, and is skilled in customer relations. A strong ability to build relationships and manage multiple tasks is essential for success in this fast-paced environment.