Financial Solutions Advisor - Sun Prairie Financial Center
Bank of America
Sun Prairie, WI, US
Client financial goal planning
Referral management to business partners
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client financial goal planning
Referral management to business partners
Risk mitigation and control
Financial product recommendation
Client relationship building
SAFE Act registration compliance
Nice-to-have
Strong computer multitasking skills
Collaborative teamwork
Effective communication
Adaptability and continuous learning
Time and capacity management
Key Requirements
Holds Series 7 and 66 licenses (or 63 and 65 in lieu of 66)
Minimum one year financial services or sales experience