
Financial Solutions Advisor Registration Candidate - Consumer Investments - Westwood Plaza Financial Center
Are you a driven and dedicated individual looking to jumpstart your career in the financial industry? Do you have a passion for providing exceptional customer service and helping others achieve their financial goals? Look no further, as Bank of America is currently seeking a Financial Solutions Advisor Registration Candidate to join our Consumer Investments team at the Westwood Plaza Financial Center. In this role, you will have the opportunity to build relationships with clients, provide personalized investment solutions, and grow your career in a dynamic and supportive environment. Join our team and make a meaningful impact on the lives of our clients while advancing your own professional development.
- Build and maintain strong relationships with clients and provide personalized investment solutions based on their financial goals and needs.
- Act as a trusted advisor to clients, providing expert guidance on financial products and services offered by Bank of America.
- Utilize available resources and tools to educate clients on investment options, market trends, and financial planning strategies.
- Conduct thorough financial analysis for clients and develop customized investment plans to help them achieve their financial objectives.
- Continuously monitor and review client portfolios to ensure they remain aligned with their goals and make recommendations for adjustments when necessary.
- Maintain in-depth knowledge of Bank of America's products and services, as well as industry trends and regulations.
- Collaborate with other team members and departments to provide a seamless and exceptional client experience.
- Meet or exceed sales goals and performance metrics set by the company.
- Stay updated on industry developments and participate in ongoing training and development opportunities to continuously improve knowledge and skills.
- Comply with all regulatory and compliance requirements, as well as company policies and procedures.
- Demonstrate a high level of professionalism, integrity, and ethics in all interactions with clients and colleagues.
- Continuously seek opportunities to grow and advance within the company and take on additional responsibilities and roles.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Series 7 And Series 66 Licenses.
Strong Understanding Of Investment Products And Financial Planning Strategies.
Excellent Communication Skills And Ability To Build And Maintain Client Relationships.
Minimum Of 2 Years Experience In Financial Advising Or Sales.
Financial Planning
Portfolio Management
Risk assessment
Asset Protection
wealth management
Market trends
Asset allocation
Retirement planning
Estate Planning
Investment Analysis
Financial Literacy
Tax Strategies
Communication
Conflict Resolution
Leadership
creativity
Organization
Teamwork
Adaptability
Problem-Solving
Empathy
Time-Management
According to JobzMall, the average salary range for a Financial Solutions Advisor Registration Candidate - Consumer Investments - Westwood Plaza Financial Center in Charleston, SC, USA is between $40,000 and $60,000 per year. This may vary based on education, experience, and other factors.
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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.

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