Financial Solutions Advisor - East Valley Phoenix Area

Bank of America

Phoenix, Arizona, United States
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investment industry experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through Bank of America's inclusive workplace culture

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through Bank of America's inclusive workplace culture.
  • Key responsibilities include triaging client leads, building detailed financial plans with brokerage products, and recommending strategies that align with client needs.
  • Employees must maintain SAFE Act registration and complete required licenses and trainings to ensure regulatory compliance in a fast-paced environment.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through Bank of America's inclusive workplace culture.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses held
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Series 66 (or 63/65) license
  • 1+ year investment industry experience
  • 1+ year financial service/sales experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter