Financial Solutions Advisor - Utah North Market

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

Tailored Resume

Cover Letter