Bank of America is seeking a Financial Solutions Advisor in Columbia, US, to provide tailored financial advice and solutions to clients. The ideal candidate will possess strong investment knowledge, effective communication skills, and a proven track record in the financial services industry
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor in Columbia, US, to provide tailored financial advice and solutions to clients. The ideal candidate will possess strong investment knowledge, effective communication skills, and a proven track record in the financial services industry.
Skills & Requirements
Must-have
Provide comprehensive financial advice
Recommend brokerage products
Build financial plans
Mitigate and control risk
Identify and engage potential new clients
Nice-to-have
Strong computer skills
Ability to multitask
Achieved professional designations
Obtained insurance licenses
Key Requirements
Series 7 and 66 licenses
Minimum one year investments industry experience
Minimum one year financial service/sales experience