Credit Solutions Advisor - Flushing jobs at Bank Of America in United States, New York
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283 jobs found
20.08.2025
BOA
Bank Of America Financial Solutions Advisor - Journal Square Center United States, New Jersey, Jersey City
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Provide regulatory supervision and oversight to advisors. Ensure ADP participants are meeting and achieving hurdles. In alignment with national program, lead training and develop activities, tools, and routines to help...
Experience selling investments and providing financial plans. Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth. Ensures all NEW clients...
New York, New York, United States of AmericaTechnology Solutions:Preferred QualificationsStrategic Leadership:Define and execute the technology strategy for Product Control and Finance in alignment with enterprise objectives.Lead modernization efforts including cloud...
Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs. Determine which financial products are suitable for the client’s...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Leads a range of projects and/or work packages that vary in scope and complexity including daily operations of work, compliance and audits, quality assurance and vendor management. Leads discussions with...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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