Financial Solutions Advisor - Hallandale Beach Financial Center

Bank of America

Hallandale Beach, United States
On-site
Financial planning with brokerage products
Recommend banking and investment strategies
Triage client requests and make referrals
Bank of America is seeking a Financial Solutions Advisor for their Hallandale Beach Financial Center, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will possess relevant licenses and experience in the investment and financial services industries, demonstrating strong relationship-building and communication skills

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for their Hallandale Beach Financial Center, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will possess relevant licenses and experience in the investment and financial services industries, demonstrating strong relationship-building and communication skills.

Skills & Requirements

Must-have

  • Financial planning with brokerage products
  • Recommend banking and investment strategies
  • Triage client requests and make referrals
  • Identify and engage potential new clients

Nice-to-have

  • Strong computer skills
  • Achieved professional designations
  • Obtained insurance licenses

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter