Are you a motivated and experienced financial professional looking for a new challenge? Look no further than Bank of America's Financial Solutions Advisor role! As a Financial Solutions Advisor, you will have the opportunity to use your skills and knowledge to provide top-notch financial guidance and solutions to our valued clients. We are seeking individuals with a strong background in finance and a passion for helping others achieve their financial goals. Join our team and make a positive impact on the lives of our clients every day.
- Provide financial guidance and solutions to clients: The primary responsibility of a Financial Solutions Advisor is to assist clients with their financial needs and goals by providing expert advice and tailored solutions.
- Utilize financial expertise: This role requires a strong background in finance, including knowledge of various financial products, services, and strategies. The Financial Solutions Advisor must be able to effectively use this knowledge to recommend the best solutions for clients.
- Build and maintain client relationships: The Financial Solutions Advisor is responsible for building and maintaining strong relationships with clients to understand their needs and provide ongoing support and guidance.
- Conduct financial assessments: The Financial Solutions Advisor will need to conduct thorough assessments of clients' financial situations to determine their goals, risk tolerance, and financial needs.
- Recommend and sell financial products and services: Based on the client's needs and goals, the Financial Solutions Advisor must recommend and sell appropriate financial products and services.
- Stay up-to-date with industry trends: It is crucial for the Financial Solutions Advisor to stay current with industry trends and changes in the financial market to provide the best possible advice and solutions to clients.
- Meet sales targets: As a sales-focused role, the Financial Solutions Advisor is responsible for meeting individual and team sales targets set by the company.
- Collaborate with team members: The Financial Solutions Advisor must work closely with other team members, such as financial advisors and bankers, to deliver comprehensive financial solutions to clients.
- Adhere to regulatory and compliance standards: It is the responsibility of the Financial Solutions Advisor to comply with all regulatory and compliance standards set by the company and governing bodies.
- Continuously improve knowledge and skills: A successful Financial Solutions Advisor is always seeking opportunities to improve their knowledge and skills through training and professional development to better serve their clients.
Strong Understanding Of Financial Products And Services: The Candidate Should Have A Thorough Knowledge Of Various Financial Products And Services Offered By Bank Of America, Such As Investments, Retirement Planning, Banking, And Lending.
Experience In The Financial Industry: A Financial Solutions Advisor Should Have At Least 2-3 Years Of Experience In The Financial Industry, Preferably In A Customer-Facing Role. This Will Ensure That The Candidate Is Familiar With Industry Regulations, Compliance Procedures, And Customer Service Practices.
Excellent Communication And Interpersonal Skills: As The Role Involves Interacting With Clients On A Daily Basis, Strong Communication And Interpersonal Skills Are Essential. The Candidate Should Be Able To Explain Complex Financial Concepts In An Easy-To-Understand Manner And Build Relationships With Clients.
Proven Track Record Of Sales And Goal Achievement: Bank Of America Is A Performance-Driven Organization, And The Ideal Candidate Should Have A Track Record Of Meeting Or Exceeding Sales Goals. This Includes Cross-Selling And Upselling Financial Products To Clients.
Relevant Education And Certifications: A Degree In Finance, Business, Or A Related Field Is Preferred For This Role. Additionally, Candidates With Certifications Such As Certified Financial Planner (Cfp) Or Chartered Financial Analyst (Cfa) Will Have An Added Advantage. These Credentials Demonstrate A Strong Understanding Of Finance And A Commitment To Professional Development.
Budgeting
Financial Planning
Investment Management
Risk assessment
wealth management
Portfolio analysis
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Debt Management
Insurance Planning
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
creativity
Networking
Teamwork
Adaptability
Empathy
According to JobzMall, the average salary range for a Financial Solutions Advisor is between $45,000-$90,000 per year. However, this can vary depending on factors such as location, experience, and specific job duties. Some Financial Solutions Advisors may also receive bonuses or commissions on top of their base salary.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started