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Bank of America

Financial Solutions Advisor

Bank of America

Posted

3 weeks ago

San Jose

Onsite

PHP 50K

Junior Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

As a Financial Solutions Advisor at Bank of America, you will provide tailored advice to clients to meet their financial goals. The role focuses on building financial plans, triaging client requests, and recommending investment products. You should hold relevant certifications and have experience in the investments industry. This position is based in San Jose, Philippines, and requires office attendance.

About Company

Bank of America is one of the largest financial institutions globally, providing a diverse range of financial services to individual, small, and corporate clients. The firm is known for its commitment to responsible growth and community impact.

Core Requirements

  • High School Diploma or equivalent
  • Series 7 & 66 licenses
  • 1 year experience in investments
  • 1 year experience in financial services
  • Strong communication skills

Responsibilities

  • Build financial plans with brokerage products.
  • Recommend banking and investment strategies.
  • Triaged client requests and make referrals.
  • Identify new clients through various sources.
  • Provide feedback to internal partners.
  • Mitigate risks in daily operations.
  • Execute multiple tasks in a fast-paced environment.

Must Have skills

Account ManagementClient Solutions AdvisoryEffective CommunicationRelationship BuildingRisk Management

Nice To Have Skills

Customer FocusAttention to DetailActive ListeningIssue ManagementPipeline Management

Tools Knowledge Requried

CRM SoftwareFinancial Analysis ToolsMicrosoft OfficeInvestment PlatformsCommunication Tools

Job Keywords

Financial AdvisoryClient RelationsInvestment StrategiesRisk ManagementSales Experience

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