Client-Focused Financial Solutions Advisor
B
Bank of America
📍 , , canada, , , canada, Canada
Job Description
Join our team as a Financial Solutions Advisor focused on tailoring comprehensive financial advice to clients. Your expertise in investments will greatly impact client goal achievement.
This role requires collaboration with clients to set short and long-term financial goals while constructing financial plans using brokerage products. You will effectively manage client requests and referrals while gauging new business potential to support financial center objectives. Building relationships and communicating clearly with clients will enhance service delivery and outcomes.
Key Responsibilities:
• Work with clients to establish their financial plans
• Recommend aligned banking and investment strategies
• Triaging client requests and making referrals
• Identify new client opportunities for business growth
• Provide valuable feedback to referral partners
Requirements:
• Hold Series 7 & 66 licenses or equivalent
• At least one year of financial services experienc...
This role requires collaboration with clients to set short and long-term financial goals while constructing financial plans using brokerage products. You will effectively manage client requests and referrals while gauging new business potential to support financial center objectives. Building relationships and communicating clearly with clients will enhance service delivery and outcomes.
Key Responsibilities:
• Work with clients to establish their financial plans
• Recommend aligned banking and investment strategies
• Triaging client requests and making referrals
• Identify new client opportunities for business growth
• Provide valuable feedback to referral partners
Requirements:
• Hold Series 7 & 66 licenses or equivalent
• At least one year of financial services experienc...