
Team Financial Advisor
At Bank of America, we are always looking for highly motivated individuals to join our team of Financial Advisors. We are looking for an experienced and knowledgeable individual who is committed to providing clients with the best possible financial advice and services. The ideal candidate will be an independent thinker with excellent communication and interpersonal skills.The Team Financial Advisor is an integral part of our team of Financial Advisors and is responsible for providing comprehensive financial advice and services to clients. This position requires a minimum of 3 years of experience in the financial services industry and a bachelor's degree in accounting, finance, or a related field. The successful candidate will have a thorough understanding of financial statements and be able to provide clients with sound advice and guidance in order to help them achieve their financial goals. Additionally, the candidate must be able to work independently as well as in a team environment. A strong understanding of the banking and financial services industry is a must. Our ideal candidate will be an organized and detail-oriented individual who is capable of multitasking and managing multiple clients. The successful candidate will also possess excellent customer service and problem-solving skills. Our team of Financial Advisors is committed to providing clients with the highest quality of financial advice and service, and the selected candidate will be expected to uphold this commitment. We are looking for an individual who is passionate about helping clients and motivated to build strong relationships with them. If this position interests you and you meet the required qualifications, we would love to hear from you.
Excellent Communication Skills
Financial Planning Experience
Investment Management Experience
Risk Management Experience
Banking And Credit Knowledge
Business Acumen
Knowledge Of Relevant Regulatory Requirements
Ability To Adapt To Changing Market Conditions
Budgeting
Risk Management
Insurance
Banking
Financial Planning
Credit Analysis
Investment Strategy
wealth management
Portfolio analysis
Asset allocation
Retirement planning
Cash flow management
Estate Planning
Tax Planning
Debt Management
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
flexibility
Teamwork
Adaptability
According to JobzMall, the average salary range for a Team Financial Advisor in Charlotte, NC, USA is between $55,000 and $100,000 per year. This range is based on salaries reported by users on the site and is an average range. Salaries can vary depending on experience, qualifications, and other factors.
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