Financial Solutions Advisor I
Bank of America
Financial Solutions Advisor II
Bank of America
full-time
Posted on:
Location Type: Office
Location: Charlotte • North Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals
- Review financial and investment goals with clients
- Building financial plans and recommending products
Requirements
- High School Diploma / GED / Secondary School or equivalent
- Experience in financial services or related field
- Knowledge of brokerage products and financial planning strategies
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningbrokerage productsinvestment strategies
Soft skills
client communicationproblem-solvingadvisory skills