Financial Solutions Advisor - New Albany State Street Financial Center
Bank of America
New Albany, USA
Provide customized financial solutions
Recommend banking and investment strategies
Mitigate and control risk
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.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
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
Provide customized financial solutions
Recommend banking and investment strategies
Mitigate and control risk
Engage potential new clients
Provide coaching to referral partners
Nice-to-have
Build and nurture strong relationships
Collaborate effectively with others
Adapt to new information
Seek the right solutions for clients
Incorporate regulatory due diligence
Key Requirements
Series 7 and 66 licenses
Minimum one year investments industry experience
Minimum one year financial service/sales experience