Financial Solutions Advisor - Charlotte, Nc

Bank of America (GHR)

Charlotte, NC, United States
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
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 hold current Series 7 and 66 licenses with a condition for missing series completion within 60 days.
  • The position requires adherence to SAFE Act registration requirements for those involved in residential mortgage loan originations.

Matching Summary

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

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer skills and multitasking
  • Three years financial service experience
  • CFP or CRPC professional designations

Key Requirements

  • Series 7 license
  • Series 66 license
  • 1 year investment experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter