Financial Solutions Advisor - Ballwin, Mo

Bank of America

Ballwin, Missouri, United States
Series 7 and series 66 licenses
One year investments industry experience
One year financial service sales experience
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • Bank of America offers an in-office culture with opportunities to learn, grow, and make an impact within a diverse team.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • One year investments industry experience
  • One year financial service sales experience

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor designation
  • Strong computer multitasking skills

Key Requirements

  • Series 7 license
  • Series 66 (or 63/65) license
  • Minimum one year investment experience
  • Minimum one year sales experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter