Workplace Benefits Solutions – Corporate Market 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
6 jobs found
13.05.2025
BOA
Bank Of America Financial Solutions Advisor - Registration Candidate United States, Arizona, Phoenix
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
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...
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...
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...
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...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
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