Financial Solutions Advisor Stage I

Welcome to Bank of America, where we are committed to providing our clients with the best financial solutions to meet their needs. As a Financial Solutions Advisor Stage I, you will have the opportunity to work closely with our clients and help them achieve their financial goals. We are looking for a driven and knowledgeable individual who is passionate about providing excellent customer service and has a strong understanding of financial products and services. If you are ready to join a dynamic and innovative team, we invite you to apply for this exciting opportunity.

1. Build and maintain strong relationships with clients, providing exceptional customer service at all times.
2. Assist clients in identifying their financial needs and goals, and offer appropriate solutions and recommendations.
3. Act as a knowledgeable resource for clients, providing information and guidance on a wide range of financial products and services.
4. Conduct in-depth financial assessments and analysis for clients, identifying potential areas for improvement and making suitable recommendations.
5. Stay up-to-date on industry trends and changes in financial products and services, and effectively communicate these updates to clients.
6. Collaborate with other team members and departments to ensure a seamless and efficient client experience.
7. Conduct sales activities to meet individual and team goals, while consistently adhering to regulatory and compliance guidelines.
8. Utilize various tools and resources to effectively manage client portfolios and track progress towards financial goals.
9. Proactively identify and resolve any client issues or concerns, providing timely and effective solutions.
10. Continuously strive to enhance client satisfaction and loyalty by delivering personalized and tailored financial solutions.
11. Attend ongoing training and development opportunities to expand knowledge and skills in the financial industry.
12. Maintain a strong understanding of Bank of America's products and services, as well as competitor offerings, to effectively position and differentiate our offerings.

According to JobzMall, the average salary range for a Financial Solutions Advisor Stage I in Kirkland, WA, USA is $50,000 - $80,000 per year. However, this can vary depending on the specific company, experience level, and other factors.

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.