Financial Solutions Advisor - Pinellas County Market

Bank of America (GHR)

Pinellas County, USA
Financial planning and goal setting
Brokerage product recommendations
Client lead triaging and referrals
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America invests heavily in its teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Matching Summary

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Brokerage product recommendations
  • Client lead triaging and referrals
  • Risk mitigation and control
  • New client engagement

Nice-to-have

  • Building and nurturing strong relationships
  • Effective collaboration and communication
  • Adaptability to new information
  • Efficient time and capacity management
  • Thorough regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses
  • 1+ year investments industry experience
  • 1+ year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter