
Financial Solutions Advisor Stage II - Consumer Investments - Southern NJ Market
Are you a driven and knowledgeable financial professional looking to make a positive impact in the lives of individuals and families? Bank of America is seeking a Financial Solutions Advisor Stage II for our Southern NJ Market to join our Consumer Investments team! In this role, you will have the opportunity to work closely with clients to understand their financial goals and provide personalized investment solutions. We are looking for someone who is passionate about helping others achieve financial success and has a strong understanding of the investment landscape. If you have a proven track record of delivering exceptional service and possess the required qualifications, we want to hear from you! Join our dynamic team and be a part of a company that is committed to helping our clients thrive.
- Conduct in-depth financial analysis and review of client portfolios to understand their financial goals and objectives.
- Provide personalized investment solutions and recommendations based on client needs and risk tolerance.
- Build and maintain relationships with clients to ensure ongoing satisfaction and retention.
- Stay up-to-date on current market trends and investment strategies to effectively advise clients.
- Collaborate with other team members to develop and implement strategies to increase client base and revenue.
- Educate clients on various investment options and help them make informed decisions.
- Monitor and track client progress and provide regular updates to ensure alignment with financial goals.
- Maintain thorough knowledge of Bank of America's products, services, and policies.
- Adhere to all regulatory and compliance guidelines to protect clients' investments.
- Continuously seek opportunities for professional growth and development to enhance job performance.
- Provide exceptional customer service and resolve any client issues or concerns in a timely manner.
- Collaborate with internal teams to improve processes and procedures for better client experience.
- Meet and exceed performance metrics and sales goals to contribute to the overall success of the team and company.
- Communicate effectively with colleagues and clients to ensure clear understanding of financial solutions and strategies.
- Maintain a positive and professional attitude, representing Bank of America's values and commitment to client satisfaction.
Bachelor's Degree In Finance, Business, Or Related Field.
Minimum Of 3-5 Years Of Experience In Financial Services Industry, Preferably In Investment And Wealth Management.
Series 7 And 66 Securities Licenses, As Well As State-Specific Insurance Licenses.
Strong Understanding Of Investment Products, Financial Planning, And Risk Management.
Excellent Communication And Relationship-Building Skills With A Proven Track Record Of Successfully Managing And Growing Client Portfolios.
Risk Management
Financial Analysis
Asset management
Client Relationship Management
wealth management
Portfolio analysis
Asset allocation
Estate Planning
Investment planning
Tax Planning
Financial
Retirement Strategies
Communication
Conflict Resolution
Customer Service
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Financial Solutions Advisor Stage II - Consumer Investments - Southern NJ Market is between $50,000 and $75,000 per year. This may vary depending on factors such as experience, location, and specific job responsibilities.
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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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