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Financial Solutions Advisor - Utah North Market
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Bank of America
Utah, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses
One year investment industry experience
Client financial goal planning
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 and Series 66 licenses
One year investment industry experience
Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
Nice-to-have
Certified Financial Planner designation
Strong computer multitasking skills
Three years sales environment experience
Chartered Retirement Planning Counselor
Building strong client relationships
Key Requirements
Currently holds Series 7 license
Currently holds Series 66 (or 63/65) license
Minimum one year in investments industry
Minimum one year in financial service or sales
SAFE Act registration and background check
Work Rights
Not specified
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