Financial Solutions Advisor - New Albany State Street Financial Center

Bank of America

New Albany, USA
Financial planning and investment strategies
Client needs assessment and referrals
Brokerage products and banking solutions
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.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Being a Great Place to Work is core to how we drive Responsible Growth.

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 investment strategies
  • Client needs assessment and referrals
  • Brokerage products and banking solutions
  • Risk mitigation in daily activities
  • Client engagement and relationship building

Nice-to-have

  • Adaptability to new information
  • Efficient time and capacity management
  • Thorough regulatory due diligence
  • Collaboration with referral partners

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter