Financial Solutions Advisor - Ft Myers-naples Market

Bank of America (GHR)

Ft Myers-Naples Market, US
Financial planning and goal setting
Client needs assessment and referrals
Brokerage product recommendations
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 invests heavily in its teammates by offering competitive benefits to support their physical, emotional, and financial well-being.

Matching Summary

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

Skills & Requirements

Must-have

  • Financial planning and goal setting
  • Client needs assessment and referrals
  • Brokerage product recommendations
  • Risk mitigation and control
  • New client identification and engagement

Nice-to-have

  • Building and nurturing strong relationships
  • Effective communication and client engagement
  • Adaptability to new information
  • Thorough regulatory due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter