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Financial Solutions Advisor Stage I
2 months ago
At Bank of America, we're committed to helping our clients achieve their financial goals through personalized guidance and support. As a Financial Solutions Advisor Stage I, you'll play a critical role in delivering exceptional client experiences and driving business growth.
Key Responsibilities:- Develop and maintain strong relationships with clients to understand their financial needs and goals
- Provide personalized financial guidance and recommendations to help clients achieve their objectives
- Collaborate with cross-functional teams to deliver comprehensive financial solutions and services
- Stay up-to-date on industry trends and regulatory requirements to ensure compliance and best practices
- Opportunities for professional growth and development through our award-winning Academy at Bank of America
- Access to industry-leading tools and technology to support your success
- A dynamic and supportive work environment that values diversity, equity, and inclusion
- Competitive compensation and benefits package
- Bachelor's degree or equivalent experience in a related field
- 1-2 years of experience in a sales or customer-facing role, preferably in the financial services industry
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues
- Ability to work in a fast-paced environment and adapt to changing priorities
- Strong computer skills and proficiency in Microsoft Office
- Experience with financial planning and analysis, or a related field
- Knowledge of industry regulations and compliance requirements
We're an equal opportunity employer and welcome applications from diverse candidates. If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.