Financial Solutions Advisor - Canyon Creek Financial Center
Bank of America
Client financial goal planning
Referral to internal service providers
Risk mitigation and control
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection
Job Summary
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
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
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Skills & Requirements
Must-have
Client financial goal planning
Referral to internal service providers
Risk mitigation and control
Financial product recommendation
Client relationship building
Time and capacity management
Nice-to-have
Strong computer multitasking skills
Collaborative teamwork
Effective client communication
Adaptability and continuous learning
Goal setting and achievement
Regulatory due diligence incorporation
Key Requirements
Series 7 and 66 licenses required
Minimum one year financial services or sales experience
SAFE Act registration for mortgage loan originations
High School Diploma or equivalent
Work Rights
SAFE Act registration required for mortgage loan originations