Financial Solutions Advisor - Consumer Investments - Vero Beach Market

Bank of America

Vero Beach, Florida, US
Brokerage products and services
Financial plan development
Client needs assessment
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders every day

Job Summary

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

Skills & Requirements

Must-have

  • Brokerage products and services
  • Financial plan development
  • Client needs assessment
  • Risk mitigation and control
  • New client identification

Nice-to-have

  • Relationship building and nurturing
  • Effective communication and engagement
  • Adaptability and continuous learning
  • 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 required

Work Rights

Not specified

Tailored Resume

Cover Letter