Financial Solutions Advisor - Consumer Investments jobs at Bank Of America in United States, Phoenix
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Phoenix
34 jobs found
17.11.2024
BOA
Bank Of America Financial Center Manager United States, Arizona, Phoenix
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
10 years of Retirement or Benefits experience; of which five or more years should be sales related. Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
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...
Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies. Understands client solutions...
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...
At least 1 year of customer service experience. Excellent verbal and written communication skills. Ability to work within the operating hours and days for this position as outlined in the...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
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