Financial Solutions Advisor - Newcastle

Bank of America (GHR)

Newcastle, US
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial plan development
Brokerage product recommendation
Client needs assessment
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America provides industry-leading benefits, access to paid time off, resources, and support to its employees.

Matching Summary

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Salary

Base: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial plan development
  • Brokerage product recommendation
  • Client needs assessment
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Relationship building
  • Effective communication
  • Adaptability to new information
  • Time and capacity management
  • Thorough regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter