Financial Solutions Advisor - Ft Myers-naples Market

Bank of America

Ft Myers, Florida, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 or 63/65 license
Investment industry experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Building strong client relationships

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year in investments industry
  • At least one year in financial service sales
  • SAFE Act registration and background check
  • Passing score for missing series within 60 days

Work Rights

Not specified

Tailored Resume

Cover Letter