Financial Solutions Advisor Bank of America
Overview
Lead client advisory services to help clients achieve financial goals. Provide comprehensive advice and customized solutions. Build financial plans and recommend brokerage products. Requires Series 7 and 66 licenses. Must complete SAFE Act registration and background checks.
What You'll Do10
- 1Works with clients to plan short and long-term financial goals using brokerage products
- 2Recommends banking and investment strategies aligned with client objectives
- 3Triages client requests and refers to internal service providers
- 4Mitigates risk during daily operations
- 5Identifies new clients through referrals and existing clientele
- 6Provides coaching to referral partners on product recommendations
- 7Manages goal setting and prioritization in fast-paced environment
- 8Incorporates regulatory due diligence into client strategies
- 9Handles pipeline management and causation analysis
- 10Maintains accurate documentation and policies
Requirements5
- 1Series 7 and 66 licenses
- 2Minimum one year investment industry experience
- 3One year financial service industry experience
- 4Certified Financial Planner or Chartered Retirement Planning Counselor designation
- 5Insurance licenses
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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