Strategic Financial Solutions Advisor

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

Job summary

Bank of America is looking for a dedicated individual to provide comprehensive advice and customized financial solutions to clients. This role involves planning both short and long-term financial goals through various products, including stocks, bonds, and banking solutions.

The ideal candidate holds relevant licenses, has at least one year of experience in financial services, and possesses strong communication and relationship-building skills. A high school diploma is required, and the position involves a typical 40-hour workweek.

Qualifications

• Currently holds Series 7 and 66 (or 63 and 65 in lieu of 66) licenses.
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience working in the financial services industry.

Responsibilities

• Works with clients to plan short and long-term financial goals.
• Recommends banking and investment strategies.
• Identifies and engages potential new clients through 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

Job description

Bank of America is looking for a dedicated individual to provide comprehensive advice and customized financial solutions to clients. This role involves planning both short and long-term financial goals through various products, including stocks, bonds, and banking solutions.

The ideal candidate holds relevant licenses, has at least one year of experience in financial services, and possesses strong communication and relationship-building skills. A high school diploma is required, and the position involves a typical 40-hour workweek.