Financial Solutions Advisor- Langston Blvd Financial Center

Bank of America

Arlington, USA
Series 7 and 66 licenses
Investment products and services knowledge
Financial service industry experience
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.
  • 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.
  • Being a Great Place to Work is core to how we drive Responsible Growth.

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

  • Series 7 and 66 licenses
  • Investment products and services knowledge
  • Financial service industry experience
  • Sales environment experience
  • Client relationship management
  • Risk mitigation

Nice-to-have

  • Adaptability and learning agility
  • Effective communication skills
  • Goal achievement orientation
  • Collaboration and teamwork
  • Time and capacity management

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter