Consumer Investments Financial Solutions Advisor jobs at Bank Of America
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1,417 jobs found
22.05.2025
USB
US Bank Wealth Management Advisor-Sheboygan WI Category United States, Wisconsin
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
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...
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...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
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...
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...
Expert level professional role requiring in-depth knowledge/expertise in own domain/field of specialty and working knowledge of broader related areas to run data analysis and develop research reports. Integrates the broader...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Do you have a passion for financial solutions and want to make a difference within the tech industry? If so, the Consumer Investments Financial Solutions Advisor role at Bank of America might be the perfect job for you!
As a Financial Solutions Advisor, you will apply your technical and financial expertise to problem-solve complex daily business and technology-focused customer situations. You will provide world-class client service and manage customer investment portfolios, while also developing new business growth strategies for Bank of America’s tech portfolio.
Your responsibilities will include driving the planning, development, and execution of financial solutions which integrate technology, data, and analytics to meet customer needs. You will perform due diligence and risk assessment, create investment plans that address customer needs, and recommend appropriately tailored strategies. In addition, you will be responsible for developing, delivering, and evaluating innovative solutions, financial planning tools, and market commentary on financial products and services related to the tech industry.
In this role, you will be part of a dynamic team within the Bank of America technology and data innovation group, which is working to provide customers with the best digital customer experience possible. This involves using cutting-edge technologies and systems in collaboration with strategists, engineers, and UX designers to help customers find the right financial solutions.
If you have the passion and technical expertise to create financial solutions and services that drive the growth of the tech industry, then this Consumer Investments Financial Solutions Advisor role might be just the opportunity you have been looking for. Join us today at Expoint and let’s make a difference in the tech industry together!