Financial Solutions Advisor – Investments & Planning Specialist

Financial Solutions Advisor – Investments & Planning Specialist

Full-Time On-site
Bank of America Corporation

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. Responsibilities include triaging leads, referring to partners, meeting with clients, building financial plans, and recommending brokerage products.

Qualifications include Series 7 & 66 licenses (or 63/65 in lieu), 1+ year in investments, and strong relationship-building skills.

Financial Solutions Advisor – Investments & Planning Specialist employer: Bank of America Corporation

At Bank of America Bromley, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel. As a Senior Data Platform Engineer, you will not only have the opportunity to work with cutting-edge technologies like Spark and Kubernetes but also benefit from extensive professional development and mentorship programmes. Our commitment to employee growth, combined with a supportive team environment, makes us an exceptional employer for those looking to make a meaningful impact in the financial sector.

Bank of America Corporation

Contact Details:

Bank of America Corporation Recruitment Team