Financial Solutions Advisor
Bank of America
Posted
3 weeks ago
San Jose
Onsite
PHP 50K
Junior Level
Full Time
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
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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