Financial Solutions Advisor - Gammon Road Financial Center

Bank of America (GHR)

Madison, USA
Series 7 and 66 licenses
Financial plan development
Brokerage product recommendations
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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.

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

  • Series 7 and 66 licenses
  • Financial plan development
  • Brokerage product recommendations
  • Client relationship management
  • Risk mitigation

Nice-to-have

  • Collaborates effectively with others
  • Adapts to new information
  • Efficiently manages time and capacity
  • Thorough and thoughtful due diligence

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