Financial Solutions Advisor- West Charlotte Market
Bank of America
Charlotte, USA
Series 7 and 66 licenses
Financial plan development
Brokerage product recommendation
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.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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.
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 recommendation
Client lead triaging
Risk mitigation
Nice-to-have
Building strong relationships
Adapting to new information
Seeking right solutions for clients
Thorough regulatory due diligence
Key Requirements
Series 7 and 66 licenses
Minimum one year investments industry experience
Minimum one year financial service/sales experience