Investment Planning Expert

Bank of America is hiring a Financial Solutions Advisor in Glen Allen, VA. The role involves providing exceptional customer service and developing personalized financial plans for clients. Responsibilities include understanding client needs, recommending financial solutions, and staying informed on market trends. The position requires strong relationship-building skills and a focus on client satisfaction. This is a full-time position with no degree requirement mentioned.
What You'll Do

We're seeking a highly motivated and experienced Financial Solutions Advisor to join our team. In this role, you will be responsible for providing exceptional customer service and delivering customized financial solutions to clients.

As a Financial Solutions Advisor, you will work closely with clients to understand their financial needs and goals, and develop personalized financial plans to help them achieve those goals. This may involve recommending brokerage products, banking and investments strategies, and other financial solutions.
Responsibilities:
• Provide exceptional customer service to clients, responding to their inquiries and resolving any issues in a timely and professional manner
• Develop and maintain strong relationships with clients to understand their financial needs and goals
• Recommend and implement financial solutions to help clients achieve their goals, including brokerage products and banking and investments strategies
• Stay up-to-date on market trends and changes in financial regulations to provide informed guidance to clients