
Team Financial Advisor
We at Bank of America are looking for an experienced, results-oriented Team Financial Advisor to join our team. We’re looking for someone with a passion for helping people reach their financial goals, and a strong understanding of financial planning. The successful candidate should have an impressive track record of providing exceptional advice and service to customers.The Team Financial Advisor will be responsible for helping customers develop, implement and monitor their financial plans, as well as providing a wide range of investment, insurance, and banking solutions. This role requires excellent interpersonal and communication skills, as well as the ability to work in a fast-paced and highly collaborative environment.The ideal candidate should have: • A Bachelor's degree in finance, accounting, economics, or a related field• A minimum of 5 years of experience in finance, banking, or financial planning • An in-depth knowledge of financial products, services and regulations• Excellent customer service skills, including the ability to build relationships with customers• A strong analytical and problem-solving ability• The ability to effectively lead and manage a teamIf you have the qualifications, experience and drive necessary to succeed in this position, we want to hear from you!
Bachelor's Degree In Finance
Accounting
Excellent Communication And Interpersonal Skills
Knowledge Of Financial Products
Ability To Work Independently And In A Team Environment
Economics Or Related Field
Services And Regulations
Cfp Or Cfa Certification
Previous Experience In Financial Services
Strong Financial And Quantitative Analysis Skills
Self-Motivated And Goal-Oriented
Risk Management
Financial Analysis
Strategic Planning
Data Analysis
Relationship Management
Credit risk
Portfolio Management
Regulatory compliance
wealth management
Client Services
Financial Modelling
Cash flow management
Tax Planning
Investment Strategies
Banking Solutions
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Team Financial Advisor in San Diego, CA, USA is between $50,000 and $127,000. This range may vary depending on the individual's experience, qualifications, and other factors.
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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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