Financial Solutions Advisor - Charlotte, Nc

Bank of America Merrill Lynch

Charlotte, NC, US
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investments experience
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 for and maintain SAFE Act registration if responsible for residential mortgage loan originations.
  • The position requires triaging client leads and making referrals to business partners based on specific needs and asset thresholds.

Matching Summary

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

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • CFP or CRPC designation preferred
  • Insurance licenses held
  • Strong computer multitasking skills
  • Three years sales experience
  • Coaching referral partners

Key Requirements

  • Series 7 and Series 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service/sales environment
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter