Bank of America

Financial Solutions Advisor Registration Candidate - Consumer Investments - Westwood Plaza Financial Center

Bank of America

Charleston, SC, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. Build and maintain strong relationships with clients and provide personalized investment solutions based on their financial goals and needs.
  2. Act as a trusted advisor to clients, providing expert guidance on financial products and services offered by Bank of America.
  3. Utilize available resources and tools to educate clients on investment options, market trends, and financial planning strategies.
  4. Conduct thorough financial analysis for clients and develop customized investment plans to help them achieve their financial objectives.
  5. Continuously monitor and review client portfolios to ensure they remain aligned with their goals and make recommendations for adjustments when necessary.
  6. Maintain in-depth knowledge of Bank of America's products and services, as well as industry trends and regulations.
  7. Collaborate with other team members and departments to provide a seamless and exceptional client experience.
  8. Meet or exceed sales goals and performance metrics set by the company.
  9. Stay updated on industry developments and participate in ongoing training and development opportunities to continuously improve knowledge and skills.
  10. Comply with all regulatory and compliance requirements, as well as company policies and procedures.
  11. Demonstrate a high level of professionalism, integrity, and ethics in all interactions with clients and colleagues.
  12. Continuously seek opportunities to grow and advance within the company and take on additional responsibilities and roles.
Where is this job?
This job is located at Charleston, SC, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Planning

  • Portfolio Management

  • Risk assessment

  • Asset Protection

  • wealth management

  • Market trends

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Analysis

  • Financial Literacy

  • Tax Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

  • Time-Management

Compensation

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.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeSeptember 18th, 2025
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About Bank of America

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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