Financial Solutions Advisor - Tucson Area

Bank of America

Tucson, Arizona, USA
Client relationship management
Financial planning
Brokerage product recommendation
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Responsibilities include triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • 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

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning
  • Brokerage product recommendation
  • Risk mitigation
  • Client acquisition

Nice-to-have

  • Bi-lingual Spanish speaking
  • Adaptability to new information
  • Thorough regulatory due diligence
  • Collaboration with referral partners

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter