Bank of America
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Financial Solutions Advisor Registration Candidate - Boston West Market

JuniorMid levelFull-timeOfficeGreater Geelong, VIC, AustraliaPosted 3 weeks agoVerified 3 weeks ago
Pending fitX of Y criteria met

About the job

This job at Bank of America is all about providing comprehensive advice and customized solutions to help clients achieve their financial goals. By fostering an inclusive workplace and supporting teammates' growth, the team is dedicated to making a positive impact on clients and communities. Collaboration and engagement are key, as the team works together to drive responsible growth and deliver exceptional service.

You'll be responsible for

📊

Planning financial goals

Working with clients to develop short and long-term financial plans using various brokerage products.
💡

Recommending strategies

Advising clients on banking and investment strategies that align with their financial goals.
🔍

Triage client requests

Assessing client needs and making appropriate referrals to internal service providers.

Key criteria

📈

Client relationship experience

Proven experience cultivating client relationships and assessing needs.

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📝

Financial services knowledge

Demonstrated understanding of financial products and investment strategies.

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🔄

Time management skills

Experience managing multiple tasks in a fast-paced environment.

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Meet the team

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3 criteria for this job
Client relationship experience
Proven experience cultivating client relationships and assessing needs.

View

Financial services knowledge
Demonstrated understanding of financial products and investment strategies.

View

Time management skills
Experience managing multiple tasks in a fast-paced environment.

View

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