Financial Solutions Advisor- Broadlands South Financial Center
Bank of America
Ashburn, USA
Financial planning and goal setting
Client needs assessment and referrals
Brokerage product recommendations
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.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, 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
Financial planning and goal setting
Client needs assessment and referrals
Brokerage product recommendations
Risk mitigation in daily activities
Nice-to-have
Building strong client relationships
Effective communication and engagement
Adaptability to new information
Thorough regulatory due diligence
Key Requirements
Series 7 and 66 licenses
Minimum one year investment industry experience
Minimum one year financial service/sales experience