Financial Solutions Advisor - Pbg Treasure Coast Market

Bank of America

Treasure Coast, Florida, United States
Not specified; not specified; competitive benefits...
Series 7 and series 66 licenses
Investment industry experience
Client financial goal planning
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Competitive benefits package

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations
  • Risk mitigation and control

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Insurance license holder
  • Relationship building capabilities
  • Adaptability to new information

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year in investments industry
  • At least one year in financial service sales
  • SAFE Act registration and background check
  • Ability to meet or exceed sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter