Certified Financial Planner (CFP) at Bank of America, Detroit, Michigan

Company Overview:
Bank of America is a leading global financial institution that provides a wide range of banking and financial services to individuals, small businesses, and large corporations. With a strong commitment to customer service and innovation, Bank of America is dedicated to helping clients achieve their financial goals and secure their financial futures.

Key Responsibilities For Certified Financial Planner (CFP):
- Develop comprehensive financial plans for clients based on their individual financial goals and circumstances.
- Provide expert advice on investment strategies, retirement planning, tax optimization, estate planning, and risk management.
- Conduct thorough financial analysis and evaluations to assess clients' current financial status and identify areas for improvement.
- Monitor clients' financial progress and adjust financial plans as needed to ensure they remain on track to meet their goals.
- Educate clients on financial planning strategies and investment options to help them make informed decisions about their financial future.

Required Qualifications:
- Certified Financial Planner (CFP) designation is required.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Minimum of 3-5 years of experience in financial planning and wealth management.
- Strong knowledge of investment products, financial markets, and regulatory requirements.
- Excellent communication and interpersonal skills to build trust and rapport with clients.
- Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

Desired Skills:
- Master's degree in Finance, Business Administration, or related field.
- Additional certifications such as Chartered Financial Analyst (CFA) or Chartered Investment Counselor (CIC).
- Experience working with high-net-worth clients and managing complex financial portfolios.
- Proficiency in financial planning software and tools to create detailed financial projections and analysis.
- Strong networking skills to attract new clients and expand the firm's client base.

Compensation & Benefits:
The annual salary range for the Certified Financial Planner (CFP) position at Bank of America in Detroit, Michigan, is $80,000 to $120,000, commensurate with experience and qualifications. In addition to competitive compensation, Bank of America offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, professional development opportunities, and employee discounts on banking products and services.

How to Apply:
To apply for the Certified Financial Planner (CFP) position at Bank of America in Detroit, Michigan, please visit our careers website and submit your resume and cover letter online. We look forward to reviewing your application and potentially welcoming you to our team of dedicated financial professionals.