Financial Solutions Advisor - Mount Dora Financial Center

Bank of America

Mount Dora, Florida, USA
Financial planning and advice
Brokerage product recommendations
Client needs assessment
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 advice
  • Brokerage product recommendations
  • Client needs assessment
  • Risk mitigation and control
  • New client engagement

Nice-to-have

  • Building strong relationships
  • Effective communication and engagement
  • Adaptability and continuous learning
  • Efficient time and capacity management
  • Thorough regulatory due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter