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.
Responsibilities include working with clients to plan short and long-term financial goals by building a financial plan with brokerage products and recommending banking and investments strategies.
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
Client relationship cultivation
Financial goal planning
Risk mitigation
SAFE Act registration
Nice-to-have
Executive presence
Business acumen
Adaptability to new technology
Key Requirements
Aptitude in obtaining required licenses
FINRA SIE certification
Bachelor's degree or 1 year financial services experience