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Financial Advisor II (Phoenix) – 0800044705Bank of America - Scottsdale, AZBank of America Career Section - Job description Financial Advisor II (Phoenix) - 0800044705 Description Identifies and meets with current and prospective clients to reviews investment goals and prepares presentations that recommend products such as stocks, bonds, options, mutual funds and annuities. Follows up on client contacts to close the purchase and or sale of investment products that meets the client's individual needs. Maintains existing relationships with clients in order to maintain and identify future investment needs. The Financial Advisor strives to maximize revenues and profits by building strategic client and business partner relationships. The Financial Advisor must effectively source prospective clients, capitalize on Bank referrals, profile customer needs, refer customersto...originally from Black Enterprise - More Tools...
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