National Financial Solutions Advisor (Series 7)
Welcome to Bank of America! We are currently seeking a highly qualified and experienced National Financial Solutions Advisor (Series 7) to join our team. As one of the largest financial institutions in the world, we are committed to providing our clients with exceptional financial solutions and guidance. In this role, you will have the opportunity to work with a diverse portfolio of clients and utilize your expertise in financial planning and investment strategies. If you possess a Series 7 license and have a passion for helping individuals and businesses achieve their financial goals, we encourage you to apply for this exciting opportunity. Join our team at Bank of America and make a meaningful impact on the financial well-being of our clients.
- Serve as a primary point of contact for clients, providing exceptional customer service and building strong relationships to understand their financial needs.
- Utilize your expertise in financial planning and investment strategies to provide tailored solutions for clients.
- Maintain a thorough understanding of Bank of America's products, services, and policies in order to effectively educate and guide clients.
- Conduct thorough analysis of clients' financial situations and provide personalized recommendations to help them achieve their financial goals.
- Effectively manage a diverse portfolio of clients, ensuring all client interactions are documented and all required compliance procedures are followed.
- Stay up-to-date on industry trends, market conditions, and regulatory changes to provide the most relevant and accurate financial advice to clients.
- Collaborate with other team members, including financial advisors, bankers, and specialists, to deliver comprehensive financial solutions to clients.
- Adhere to all regulatory and compliance policies and procedures to ensure the highest level of ethical standards are maintained.
- Continuously strive to meet and exceed performance goals, contributing to the overall success of the team and organization.
- Act as a brand ambassador for Bank of America, promoting our company's values and commitment to providing exceptional financial solutions to clients.
A Valid Series 7 License: The National Financial Solutions Advisor (Series 7) Job At Bank Of America Requires Candidates To Possess A Valid Series 7 License, Which Is Issued By The Financial Industry Regulatory Authority (Finra). This License Allows Individuals To Sell A Variety Of Securities Products, Including Stocks, Bonds, And Mutual Funds.
Experience In Financial Advisory Services: Bank Of America Is Looking For Candidates Who Have A Strong Background In Financial Advisory Services. This Includes Experience In Providing Investment Advice, Creating Financial Plans, And Managing Client Portfolios.
In-Depth Knowledge Of Financial Products: As A National Financial Solutions Advisor, Candidates Must Have A Thorough Understanding Of A Wide Range Of Financial Products, Such As Stocks, Bonds, Mutual Funds, Annuities, And Insurance. This Knowledge Is Crucial In Helping Clients Make Informed Investment Decisions.
Excellent Communication And Interpersonal Skills: The Job Of A National Financial Solutions Advisor Involves Working Closely With Clients To Understand Their Financial Goals And Objectives. Therefore, Candidates Must Possess Excellent Communication And Interpersonal Skills To Build And Maintain Relationships With Clients.
Proven Track Record Of Success: Bank Of America Is Seeking Candidates Who Have A Proven Track Record Of Success In The Financial Industry. This May Include A Strong Sales Background, A History Of Meeting Or Exceeding Performance Targets, And Positive Feedback From Previous Clients Or Employers.
Financial Planning
Market Research
Investment Management
Risk assessment
wealth management
Portfolio analysis
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Insurance Products
Financial Products
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a National Financial Solutions Advisor (Series 7) in Charlotte, NC, USA is between $60,000 and $80,000 per year. However, this can vary based on factors such as experience, education, certifications, and the specific company or financial institution the advisor works for. Additionally, bonuses and commission may also play a role in the overall compensation for this role.
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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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