Financial Solutions Advisor - Louisville Market

Bank of America

Louisville, Kentucky, United States
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role involves 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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

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

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • Minimum one year investments experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter