Bank of America

Financial Solutions Advisor Stage I--CI

Bank of America

Remote
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you passionate about helping individuals achieve their financial goals? Are you dedicated to providing exceptional customer service? Look no further! Bank of America is seeking a highly motivated and driven individual to join our team as a Financial Solutions Advisor Stage I--CI. In this role, you will have the opportunity to use your financial expertise to guide clients towards a secure and prosperous future. As a member of our team, you will have access to the resources and support needed to excel in your career. Join us and make a positive impact on the lives of our clients every day. To qualify for this position, you must have a Bachelor's degree in finance or a related field, strong communication skills, and a minimum of 1-2 years of experience in financial services. If you possess these qualifications and have a passion for financial solutions, we want you on our team!

  1. Provide exceptional customer service to clients by actively listening to their needs and concerns and offering personalized financial solutions.
  2. Conduct thorough financial assessments and analysis for clients to determine their current financial situation and future goals.
  3. Utilize knowledge and expertise in finance to educate and guide clients towards making informed financial decisions.
  4. Build and maintain strong relationships with clients to understand their evolving financial needs and provide ongoing support and guidance.
  5. Stay up-to-date on industry trends, products, and services to effectively advise clients on the best financial solutions.
  6. Collaborate with other team members to ensure a seamless and consistent client experience.
  7. Meet and exceed sales goals by identifying and pursuing new business opportunities.
  8. Comply with all regulatory and company policies and procedures to ensure the protection of clients' assets and best interest.
  9. Continuously strive to improve and enhance the customer experience by providing feedback and suggestions for process and service improvements.
  10. Participate in ongoing training and development opportunities to expand knowledge and skills in financial services.
  11. Maintain accurate and organized client records and documentation.
  12. Represent Bank of America in a professional and positive manner at all times.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Series 7 And 66 Licenses, Or Willingness To Obtain Them Within A Specified Timeframe.

  • Strong Understanding Of Investment Products, Financial Markets, And Financial Planning Strategies.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Client Relationships.

  • Minimum Of 2 Years Experience In Financial Planning Or Investment Advisory.

Required Skills
  • Budgeting

  • Financial Planning

  • Cash flow analysis

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Strategies

  • Tax Optimization

  • Debt

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor Stage I--CI is between $45,000 and $65,000 per year. However, this can vary depending on factors such as location, experience, and employer.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About Bank of America

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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