Financial Solutions Advisor - Sarasota South Market

Bank of America

Sarasota, Florida, US
On-site
Financial plan building
Brokerage product recommendation
Client goal alignment
Bank of America is seeking a Financial Solutions Advisor for their Sarasota South Market, responsible for providing tailored financial advice to clients. The ideal candidate should possess relevant licenses, industry experience, and strong relationship-building skills, contributing to a diverse and inclusive workplace culture

Job Summary

  • 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.
  • Identifies and engages potential new clients through referrals or financial center clientele.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for their Sarasota South Market, responsible for providing tailored financial advice to clients. The ideal candidate should possess relevant licenses, industry experience, and strong relationship-building skills, contributing to a diverse and inclusive workplace culture.

Skills & Requirements

Must-have

  • Financial plan building
  • Brokerage product recommendation
  • Client goal alignment
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Strong computer skills
  • Ability to multitask
  • Professional designations

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter