Financial Solutions Advisor - Consumer Investments - Brooklyn / Staten Island Market
Bank of America
449d•$65,000 - $80,000
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About The Position
The Financial Solutions Advisor role at Bank of America is focused on providing tailored financial advice and solutions to clients, helping them achieve their financial goals. This position involves engaging with clients to assess their needs, recommending appropriate financial products, and collaborating with internal partners to ensure comprehensive service delivery. The role requires maintaining compliance with regulatory standards, particularly the SAFE Act, and emphasizes the importance of building strong client relationships and achieving performance metrics.
