Financial Solutions Advisor - Tucson Area

Bank of America

Tucson, Arizona, United States
Not specified; not specified; not specified
**
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America is seeking a Financial Solutions Advisor to provide tailored financial advice and investment solutions to clients in the Tucson area. The role requires relevant licenses and experience in the financial services industry, with a focus on building strong client relationships and achieving sales goals. **

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply for and maintain SAFE Act registration, including passing a background check.
  • The position requires building financial plans with brokerage products and recommending strategies aligned with client needs.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor to provide tailored financial advice and investment solutions to clients in the Tucson area. The role requires relevant licenses and experience in the financial services industry, with a focus on building strong client relationships and achieving sales goals. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Bi-lingual Spanish speaking capability
  • Certified Financial Planner designation
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year investment experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter