Financial Solutions Advisor I - Client Growth & Training

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

Benefits offered by this job

World-class training

Ongoing professional development

Robust marketing support

Unlimited potential for growth

Commitment to diversity and inclusion

Job summary

Bank of America seeks a National Financial Solutions Advisor (NFSA I) in Chandler, Arizona. In this role, you will leverage our financial services to provide comprehensive advice to clients, build relationships, and collaborate with partners to meet financial needs.

Ideal candidates will have Series 7 and Series 66 licensure, excellent communication skills, and the ability to nurture client relationships. You will be rewarded with comprehensive training and opportunities for career advancement.

Qualifications

• Series 7 and Series66 licensure required.
• Proven ability to nurture strong client relationships.
• Excellent communication skills.

Responsibilities

• Provide financial advice and conduct client presentations.
• Identify client needs and recommend solutions.
• Build and manage a portfolio of clients.

Skills

Sales abilities

Communication skills

Client relationship management

Time management

Detail-oriented

Education

Bachelor’s degree

Job description

Bank of America seeks a National Financial Solutions Advisor (NFSA I) in Chandler, Arizona. In this role, you will leverage our financial services to provide comprehensive advice to clients, build relationships, and collaborate with partners to meet financial needs.

Ideal candidates will have Series 7 and Series 66 licensure, excellent communication skills, and the ability to nurture client relationships. You will be rewarded with comprehensive training and opportunities for career advancement.