Financial Solutions Advisor - Southern Virginia Market
Bank of America
Southern Virginia, USA
Financial planning and investment recommendations
Client lead triaging and referrals
Brokerage product knowledge
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals
Job Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Skills & Requirements
Must-have
Financial planning and investment recommendations
Client lead triaging and referrals
Brokerage product knowledge
Risk mitigation in daily activities
Client engagement and relationship building
Nice-to-have
Adaptability to new information
Efficient time and capacity management
Thorough regulatory due diligence
Coaching and feedback to partners
Key Requirements
Series 7 and 66 licenses required
Minimum one year investments industry experience
Minimum one year financial service/sales experience