Financial Solutions Advisor - Registration Candidate jobs at Bank Of America in United States, Chandler
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Chandler
10 jobs found
07.07.2025
BOA
Bank Of America Financial Services Representative - Retirement Benefits United States, Arizona, Chandler
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepening. Own management of client issues, research, and...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual...
Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders. Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in...
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