Bank of America
The Financial Solutions Advisor on Bank of America's Life Services team provides end‑to‑end client experiences, delivering financial advice and tailored investment solutions to U.S. clients via a phone‑based platform. The role involves managing client relationships, addressing issues, and collaborating with internal partners to meet clients' financial goals while adhering to regulatory policies.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
3% above the average for this role
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