Bank of America

Team Financial Advisor

Bank of America

Morrisville, PA 19067, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Bank of America, our Team Financial Advisors are a key part of our team, providing comprehensive financial advice and services to our valued clients. We are committed to finding the right individuals to join our team, as each new team member brings fresh perspectives and valuable skills to the table. We are looking for an experienced and highly motivated professional who is passionate about financial planning and investing and helping our clients achieve their financial goals. To be successful, you should have excellent communication and analytical skills and a strong understanding of financial products and services. The ideal candidate will also have a sales-oriented mindset, with the ability to build relationships and provide exceptional customer service.If you have a strong track record of success and are looking to take the next step in your career, then we want to hear from you. Apply today!

Where is this job?
This job is located at Morrisville, PA 19067, USA
Job Qualifications
  • Bachelor's Degree In Finance

  • Excellent Communication Skills

  • Understanding Of Banking Products And Services

  • Strong Analytical Skills

  • Proven Track Record Of Success In Sales

  • Cpa Or Cfp Certification

  • Experience With Securities And Investments

  • Knowledge Of Risk Management And Financial Regulations

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Networking

  • Planning

  • Financial Modeling

  • Reporting

  • Client Service

  • Credit Analysis

  • Compliance

  • Portfolio Management

  • Investing

  • Negotiating

  • Analyzing

  • Tax Planning

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Team Financial Advisor in Morrisville, PA 19067, USA is $51,000 - $61,000. This range is based on salaries posted by employers on the site.

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 PostedApril 6th, 2023
Apply BeforeApril 11th, 2026
This job posting is from a verified source. 
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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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