National Financial Solutions Advisor I (Hunt Valley, MD) Series 7 Required

Bank of America is dedicated to creating meaningful relationships with clients across the country. As a National Financial Solutions Advisor I, you will provide advice to clients to help them achieve their financial goals through investment, banking, and lending solutions while leveraging a contact center environment.

Responsibilities:

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs
• Build a portfolio of clients by providing exceptional client care with industry leading products, services, and education
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• Provide training and one-on-one coaching from Academy managers who are invested in your success
• Build your network by leveraging relationships with one out of two households in the U.S. to help grow your business
• Get ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes