Consumer Investments Market Leader - Chicago Il jobs at Bank Of America in United States, Chicago
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Chicago
8 jobs found
18.05.2025
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments United States, Illinois, Chicago
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...
Conduct customer interviews, apply product management methodologies, and use industry and market intelligence to create use-cases for API products and solutions. Create API products and solutions strategy including business case,...
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
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...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Analyzes client's financial performance by comparing it to past performance, projections, and industry standards. Reviews financial statements, assesses the client's compliance with financial covenants, and renews risk ratings, while recommending...
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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